KWM
KFG Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Buy |
27,774
+6,867
| +33% | +$1.41M | 0.92% | 20 |
|
|
2025
Q1 | $4.64M | Buy |
20,907
+3,309
| +19% | +$735K | 0.84% | 26 |
|
|
2024
Q4 | $4.41M | Sell |
17,598
-4,334
| -20% | -$1.09M | 0.82% | 24 |
|
|
2024
Q3 | $5.11M | Sell |
21,932
-2,317
| -10% | -$540K | 1.11% | 22 |
|
|
2024
Q2 | $5.11M | Buy |
24,249
+305
| +1% | +$64.2K | 2.03% | 14 |
|
|
2024
Q1 | $4.11M | Buy |
23,944
+5,702
| +31% | +$978K | 1.69% | 15 |
|
|
2023
Q4 | $3.51M | Sell |
18,242
-6,250
| -26% | -$1.2M | 1.6% | 18 |
|
|
2023
Q3 | $4.19M | Buy |
24,492
+515
| +2% | +$88.2K | 2.28% | 12 |
|
|
2023
Q2 | $4.65M | Buy |
23,977
+302
| +1% | +$58.6K | 2.72% | 10 |
|
|
2023
Q1 | $3.92M | Sell |
23,675
-360
| -1% | -$59.6K | 2.71% | 10 |
|
|
2022
Q4 | $3.12M | Buy |
+24,035
| New | +$3.12M | 3.2% | 7 |
|