KPWG
KFA Private Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Sell |
19,857
-667
| -3% | -$137K | 1.26% | 19 |
|
|
2025
Q1 | $4.56M | Buy |
20,524
+5,556
| +37% | +$1.23M | 1.6% | 18 |
|
|
2024
Q4 | $3.75M | Sell |
14,968
-413
| -3% | -$103K | 1.57% | 16 |
|
|
2024
Q3 | $3.58M | Buy |
15,381
+522
| +4% | +$122K | 1.71% | 15 |
|
|
2024
Q2 | $3.13M | Sell |
14,859
-14,445
| -49% | -$3.04M | 1.62% | 15 |
|
|
2024
Q1 | $5.03M | Buy |
29,304
+1,648
| +6% | +$283K | 1.56% | 12 |
|
|
2023
Q4 | $5.32M | Buy |
27,656
+832
| +3% | +$160K | 1.91% | 11 |
|
|
2023
Q3 | $4.59M | Sell |
26,824
-120
| -0.4% | -$20.5K | 1.91% | 12 |
|
|
2023
Q2 | $5.23M | Sell |
26,944
-421
| -2% | -$81.7K | 2.17% | 12 |
|
|
2023
Q1 | $4.51M | Buy |
27,365
+126
| +0.5% | +$20.8K | 2.05% | 12 |
|
|
2022
Q4 | $3.54M | Buy |
27,239
+146
| +0.5% | +$19K | 1.81% | 12 |
|
|
2022
Q3 | $3.74M | Sell |
27,093
-197
| -0.7% | -$27.2K | 1.99% | 12 |
|
|
2022
Q2 | $3.73M | Sell |
27,290
-106
| -0.4% | -$14.5K | 2.06% | 12 |
|
|
2022
Q1 | $4.78M | Buy |
27,396
+413
| +2% | +$72.1K | 2.4% | 12 |
|
|
2021
Q4 | $4.79M | Sell |
26,983
-516
| -2% | -$91.6K | 2.38% | 12 |
|
|
2021
Q3 | $3.89M | Sell |
27,499
-276
| -1% | -$39.1K | 2.13% | 12 |
|
|
2021
Q2 | $3.8M | Sell |
27,775
-453
| -2% | -$62K | 2.08% | 12 |
|
|
2021
Q1 | $3.45M | Buy |
28,228
+515
| +2% | +$62.9K | 2.01% | 13 |
|
|
2020
Q4 | $3.68M | Buy |
27,713
+1,727
| +7% | +$229K | 2.33% | 13 |
|
|
2020
Q3 | $3.01M | Buy |
25,986
+19,644
| +310% | +$2.27M | 2.26% | 13 |
|
|
2020
Q2 | $2.31M | Sell |
6,342
-183
| -3% | -$66.7K | 2.22% | 12 |
|
|
2020
Q1 | $1.66M | Buy |
6,525
+217
| +3% | +$55.2K | 1.96% | 12 |
|
|
2019
Q4 | $1.85M | Buy |
+6,308
| New | +$1.85M | 1.7% | 11 |
|