KJWM
Kiley Juergens Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.4M | Buy |
157,897
+4,776
| +3% | +$980K | 7.48% | 3 |
|
|
2025
Q1 | $34M | Sell |
153,121
-4,447
| -3% | -$988K | 9.05% | 2 |
|
|
2024
Q4 | $39.5M | Sell |
157,568
-1,063
| -0.7% | -$266K | 9.89% | 2 |
|
|
2024
Q3 | $37M | Sell |
158,631
-1,228
| -0.8% | -$286K | 9.59% | 2 |
|
|
2024
Q2 | $33.7M | Buy |
159,859
+767
| +0.5% | +$162K | 9.35% | 2 |
|
|
2024
Q1 | $27.3M | Sell |
159,092
-2,933
| -2% | -$503K | 8.44% | 2 |
|
|
2023
Q4 | $31.2M | Sell |
162,025
-8,852
| -5% | -$1.7M | 10.44% | 2 |
|
|
2023
Q3 | $29.3M | Sell |
170,877
-5,265
| -3% | -$901K | 10.56% | 2 |
|
|
2023
Q2 | $34.2M | Sell |
176,142
-1,664
| -0.9% | -$323K | 11.78% | 2 |
|
|
2023
Q1 | $29.3M | Sell |
177,806
-103
| -0.1% | -$17K | 10.97% | 2 |
|
|
2022
Q4 | $23.1M | Sell |
177,909
-817
| -0.5% | -$106K | 9.69% | 2 |
|
|
2022
Q3 | $24.7M | Sell |
178,726
-1,641
| -0.9% | -$227K | 11.62% | 2 |
|
|
2022
Q2 | $24.7M | Buy |
180,367
+59,812
| +50% | +$8.18M | 11.67% | 2 |
|
|
2022
Q1 | $21.1M | Sell |
120,555
-47,183
| -28% | -$8.24M | 10.16% | 2 |
|
|
2021
Q4 | $29.8M | Buy |
167,738
+5,095
| +3% | +$905K | 11.3% | 2 |
|
|
2021
Q3 | $23M | Buy |
162,643
+1,438
| +0.9% | +$203K | 10.09% | 2 |
|
|
2021
Q2 | $22.1M | Buy |
161,205
+3,991
| +3% | +$547K | 10.12% | 2 |
|
|
2021
Q1 | $19.2M | Buy |
157,214
+9,487
| +6% | +$1.16M | 10.03% | 2 |
|
|
2020
Q4 | $19.6M | Sell |
147,727
-915
| -0.6% | -$121K | 11.59% | 2 |
|
|
2020
Q3 | $17.2M | Buy |
148,642
+106,125
| +250% | +$12.3M | 12.58% | 2 |
|
|
2020
Q2 | $15.5M | Sell |
42,517
-862
| -2% | -$314K | 12.95% | 2 |
|
|
2020
Q1 | $11M | Sell |
43,379
-21
| -0% | -$5.34K | 11.38% | 2 |
|
|
2019
Q4 | $12.7M | Sell |
43,400
-1,223
| -3% | -$359K | 11.19% | 2 |
|
|
2019
Q3 | $9.99M | Sell |
44,623
-563
| -1% | -$126K | 10.94% | 2 |
|
|
2019
Q2 | $8.94M | Buy |
45,186
+13
| +0% | +$2.57K | 10.06% | 3 |
|
|
2019
Q1 | $8.58M | Buy |
45,173
+643
| +1% | +$122K | 10.69% | 3 |
|
|
2018
Q4 | $7.02M | Buy |
44,530
+494
| +1% | +$77.9K | 9.83% | 3 |
|
|
2018
Q3 | $9.94M | Buy |
44,036
+5,035
| +13% | +$1.14M | 7.42% | 2 |
|
|
2018
Q2 | $7.22M | Buy |
39,001
+381
| +1% | +$70.5K | 6.45% | 3 |
|
|
2018
Q1 | $6.48M | Sell |
38,620
-1,101
| -3% | -$185K | 7.03% | 3 |
|
|
2017
Q4 | $6.72M | Buy |
+39,721
| New | +$6.72M | 6.05% | 3 |
|