Keyes Stange & Wooten Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.53M | Sell |
12,314
-99
| -0.8% | -$20.3K | 1.31% | 11 |
|
2025
Q1 | $2.76M | Buy |
12,413
+178
| +1% | +$39.5K | 1.57% | 11 |
|
2024
Q4 | $3.06M | Sell |
12,235
-147
| -1% | -$36.8K | 1.81% | 11 |
|
2024
Q3 | $2.89M | Sell |
12,382
-149
| -1% | -$34.7K | 1.71% | 11 |
|
2024
Q2 | $2.64M | Sell |
12,531
-158
| -1% | -$33.3K | 1.84% | 11 |
|
2024
Q1 | $2.18M | Sell |
12,689
-604
| -5% | -$104K | 1.92% | 9 |
|
2023
Q4 | $2.56M | Buy |
+13,293
| New | +$2.56M | 2.72% | 7 |
|