Kiely Wealth Advisory Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$536K Hold
2,353
0.34% 24
2024
Q3
$529K Hold
2,353
0.34% 18
2024
Q2
$500K Hold
2,353
0.28% 18
2024
Q1
$411K Hold
2,353
0.23% 19
2023
Q4
$458K Buy
+2,353
New +$458K 0.26% 19