KWS
Keystone Wealth Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
73,853
+4,098
| +6% | +$841K | 3.65% | 2 |
|
|
2025
Q1 | $15.5M | Sell |
69,755
-4,491
| -6% | -$998K | 4.2% | 2 |
|
|
2024
Q4 | $18.6M | Sell |
74,246
-341
| -0.5% | -$85.4K | 4.92% | 2 |
|
|
2024
Q3 | $17.4M | Buy |
74,587
+3,449
| +5% | +$804K | 4.81% | 2 |
|
|
2024
Q2 | $15M | Buy |
71,138
+1,039
| +1% | +$219K | 4.66% | 2 |
|
|
2024
Q1 | $12M | Sell |
70,099
-5,947
| -8% | -$1.02M | 3.91% | 2 |
|
|
2023
Q4 | $14.6M | Sell |
76,046
-2,029
| -3% | -$391K | 5.02% | 2 |
|
|
2023
Q3 | $13.4M | Buy |
78,075
+1,700
| +2% | +$291K | 5.08% | 2 |
|
|
2023
Q2 | $14.8M | Sell |
76,375
-678
| -0.9% | -$132K | 5.54% | 2 |
|
|
2023
Q1 | $12.7M | Buy |
77,053
+2,327
| +3% | +$384K | 5.2% | 2 |
|
|
2022
Q4 | $9.71M | Buy |
74,726
+3,506
| +5% | +$456K | 4.24% | 3 |
|
|
2022
Q3 | $9.84M | Buy |
71,220
+928
| +1% | +$128K | 4.65% | 3 |
|
|
2022
Q2 | $9.61M | Buy |
70,292
+543
| +0.8% | +$74.2K | 4.3% | 5 |
|
|
2022
Q1 | $12.2M | Buy |
69,749
+327
| +0.5% | +$57.1K | 4.83% | 3 |
|
|
2021
Q4 | $12.3M | Buy |
+69,422
| New | +$12.3M | 5% | 3 |
|