Keystone Financial Services (Colorado)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
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|
2025
Q1 | $866K | Hold |
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|
2024
Q4 | $977K | Hold |
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|
2024
Q3 | $909K | Buy |
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|
2024
Q2 | $813K | Hold |
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|
2024
Q1 | $662K | Hold |
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|
2023
Q4 | $743K | Sell |
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|
2023
Q3 | $670K | Buy |
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|
2023
Q2 | $671K | Sell |
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|
2023
Q1 | $792K | Hold |
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|
2022
Q4 | $693K | Hold |
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|
2022
Q3 | $695K | Hold |
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|
2022
Q2 | $769K | Hold |
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|
2022
Q1 | $730K | Sell |
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|
2021
Q4 | $994K | Buy |
|