Keystone Financial Services (Colorado)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
4,063
+163
| +4% | +$33.4K | 0.28% | 47 |
|
|
2025
Q1 | $866K | Hold |
3,900
| – | – | 0.33% | 40 |
|
|
2024
Q4 | $977K | Hold |
3,900
| – | – | 0.37% | 30 |
|
|
2024
Q3 | $909K | Buy |
3,900
+40
| +1% | +$9.32K | 0.35% | 30 |
|
|
2024
Q2 | $813K | Hold |
3,860
| – | – | 0.34% | 31 |
|
|
2024
Q1 | $662K | Hold |
3,860
| – | – | 0.29% | 40 |
|
|
2023
Q4 | $743K | Sell |
3,860
-53
| -1% | -$10.2K | 0.35% | 33 |
|
|
2023
Q3 | $670K | Buy |
3,913
+455
| +13% | +$77.9K | 0.35% | 31 |
|
|
2023
Q2 | $671K | Sell |
3,458
-1,345
| -28% | -$261K | 0.34% | 32 |
|
|
2023
Q1 | $792K | Hold |
4,803
| – | – | 0.42% | 22 |
|
|
2022
Q4 | $693K | Hold |
4,803
| – | – | 0.37% | 30 |
|
|
2022
Q3 | $695K | Hold |
4,803
| – | – | 0.4% | 27 |
|
|
2022
Q2 | $769K | Hold |
4,803
| – | – | 0.42% | 28 |
|
|
2022
Q1 | $730K | Sell |
4,803
-797
| -14% | -$121K | 0.42% | 27 |
|
|
2021
Q4 | $994K | Buy |
+5,600
| New | +$994K | 0.51% | 23 |
|