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