Keynote Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.28M | Sell |
40,356
-227
| -0.6% | -$46.6K | 5.57% | 1 |
|
|
2025
Q1 | $9.01M | Sell |
40,583
-840
| -2% | -$187K | 6.44% | 1 |
|
|
2024
Q4 | $10.4M | Sell |
41,423
-3,255
| -7% | -$815K | 7.96% | 1 |
|
|
2024
Q3 | $10.4M | Sell |
44,678
-130
| -0.3% | -$30.3K | 7.95% | 1 |
|
|
2024
Q2 | $9.44M | Sell |
44,808
-669
| -1% | -$141K | 7.89% | 1 |
|
|
2024
Q1 | $7.8M | Buy |
+45,477
| New | +$7.8M | 6.54% | 1 |
|