Key Financial Inc’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Buy |
99,061
+1,604
| +2% | +$329K | 4.09% | 1 |
|
|
2025
Q1 | $21.6M | Sell |
97,457
-857
| -0.9% | -$190K | 4.71% | 1 |
|
|
2024
Q4 | $24.6M | Sell |
98,314
-1,458
| -1% | -$365K | 5.6% | 1 |
|
|
2024
Q3 | $23.2M | Sell |
99,772
-34
| -0% | -$7.92K | 5.14% | 1 |
|
|
2024
Q2 | $21M | Sell |
99,806
-3,328
| -3% | -$701K | 5.04% | 1 |
|
|
2024
Q1 | $17.7M | Sell |
103,134
-1,627
| -2% | -$279K | 4.51% | 1 |
|
|
2023
Q4 | $20.2M | Sell |
104,761
-36
| -0% | -$6.93K | 5.51% | 1 |
|
|
2023
Q3 | $17.9M | Sell |
104,797
-1,800
| -2% | -$308K | 6.05% | 1 |
|
|
2023
Q2 | $20.7M | Buy |
106,597
+680
| +0.6% | +$132K | 6.85% | 1 |
|
|
2023
Q1 | $17.5M | Buy |
105,917
+3,991
| +4% | +$658K | 6.37% | 1 |
|
|
2022
Q4 | $14.1M | Hold |
101,926
| – | – | 6.65% | 1 |
|
|
2022
Q3 | $14.1M | Buy |
101,926
+1,919
| +2% | +$265K | 6.62% | 1 |
|
|
2022
Q2 | $13.9M | Buy |
100,007
+2,289
| +2% | +$318K | 7.52% | 1 |
|
|
2022
Q1 | $17.1M | Buy |
97,718
+4,288
| +5% | +$749K | 8.48% | 1 |
|
|
2021
Q4 | $16.6M | Buy |
93,430
+10,326
| +12% | +$1.83M | 8.31% | 1 |
|
|
2021
Q3 | $11.8M | Sell |
83,104
-785
| -0.9% | -$111K | 6.65% | 1 |
|
|
2021
Q2 | $12.2M | Buy |
83,889
+833
| +1% | +$122K | 6.84% | 1 |
|
|
2021
Q1 | $10.1M | Buy |
83,056
+3,251
| +4% | +$397K | 6.69% | 1 |
|
|
2020
Q4 | $10.6M | Sell |
79,805
-931
| -1% | -$124K | 7.88% | 1 |
|
|
2020
Q3 | $9.35M | Sell |
80,736
-4,128
| -5% | -$478K | 9.59% | 1 |
|
|
2020
Q2 | $7.68M | Buy |
84,864
+948
| +1% | +$85.7K | 8.8% | 1 |
|
|
2020
Q1 | $5.35M | Sell |
83,916
-2,984
| -3% | -$190K | 5.48% | 3 |
|
|
2019
Q4 | $6.38M | Buy |
+86,900
| New | +$6.38M | 5.98% | 2 |
|