KWMG
King Wealth Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5M | Sell |
133,940
-1,005
| -0.7% | -$206K | 3.73% | 6 |
|
|
2025
Q1 | $30M | Sell |
134,945
-1,625
| -1% | -$361K | 4.54% | 5 |
|
|
2024
Q4 | $34.2M | Buy |
136,570
+12,210
| +10% | +$3.06M | 4.99% | 4 |
|
|
2024
Q3 | $29M | Sell |
124,360
-880
| -0.7% | -$205K | 4.52% | 5 |
|
|
2024
Q2 | $26.4M | Buy |
125,240
+997
| +0.8% | +$210K | 4.4% | 5 |
|
|
2024
Q1 | $21.3M | Buy |
124,243
+5,852
| +5% | +$1M | 3.74% | 6 |
|
|
2023
Q4 | $22.8M | Sell |
118,391
-1,525
| -1% | -$294K | 4.41% | 5 |
|
|
2023
Q3 | $20.5M | Sell |
119,916
-491
| -0.4% | -$84.1K | 4.33% | 5 |
|
|
2023
Q2 | $23.4M | Buy |
120,407
+364
| +0.3% | +$70.6K | 4.72% | 4 |
|
|
2023
Q1 | $19.8M | Buy |
120,043
+135
| +0.1% | +$22.3K | 4.37% | 5 |
|
|
2022
Q4 | $15.6M | Sell |
119,908
-367
| -0.3% | -$47.7K | 3.73% | 6 |
|
|
2022
Q3 | $16.6M | Sell |
120,275
-42
| -0% | -$5.8K | 4.22% | 6 |
|
|
2022
Q2 | $16.5M | Sell |
120,317
-3,415
| -3% | -$467K | 3.94% | 6 |
|
|
2022
Q1 | $21.6M | Buy |
123,732
+1,013
| +0.8% | +$177K | 4.24% | 5 |
|
|
2021
Q4 | $21.8M | Sell |
122,719
-3
| -0% | -$533 | 4.04% | 5 |
|
|
2021
Q3 | $17.4M | Sell |
122,722
-64
| -0.1% | -$9.06K | 3.56% | 6 |
|
|
2021
Q2 | $16.8M | Sell |
122,786
-3,968
| -3% | -$543K | 3.44% | 6 |
|
|
2021
Q1 | $15.5M | Sell |
126,754
-8,072
| -6% | -$986K | 3.47% | 5 |
|
|
2020
Q4 | $17.9M | Buy |
134,826
+420
| +0.3% | +$55.7K | 4.19% | 5 |
|
|
2020
Q3 | $15.6M | Buy |
134,406
+99,555
| +286% | +$11.5M | 4.04% | 6 |
|
|
2020
Q2 | $12.7M | Buy |
34,851
+660
| +2% | +$241K | 3.73% | 8 |
|
|
2020
Q1 | $8.69M | Buy |
34,191
+628
| +2% | +$160K | 3.75% | 8 |
|
|
2019
Q4 | $9.86M | Buy |
33,563
+425
| +1% | +$125K | 2.61% | 10 |
|
|
2019
Q3 | $7.42M | Buy |
33,138
+1,124
| +4% | +$252K | 2.13% | 15 |
|
|
2019
Q2 | $6.34M | Buy |
32,014
+344
| +1% | +$68.1K | 1.89% | 16 |
|
|
2019
Q1 | $6.02M | Sell |
31,670
-10,834
| -25% | -$2.06M | 1.88% | 15 |
|
|
2018
Q4 | $6.71M | Sell |
42,504
-657
| -2% | -$104K | 2.43% | 11 |
|
|
2018
Q3 | $9.75M | Buy |
43,161
+5,716
| +15% | +$1.29M | 3.05% | 7 |
|
|
2018
Q2 | $6.93M | Buy |
37,445
+481
| +1% | +$89K | 2.37% | 9 |
|
|
2018
Q1 | $6.2M | Buy |
36,964
+911
| +3% | +$153K | 2.2% | 10 |
|
|
2017
Q4 | $6.1M | Buy |
36,053
+343
| +1% | +$58K | 2.16% | 12 |
|
|
2017
Q3 | $5.5M | Buy |
35,710
+25,531
| +251% | +$3.94M | 2.05% | 12 |
|
|
2017
Q2 | $1.47M | Buy |
10,179
+134
| +1% | +$19.3K | 0.58% | 38 |
|
|
2017
Q1 | $1.44M | Buy |
10,045
+688
| +7% | +$98.8K | 0.6% | 37 |
|
|
2016
Q4 | $1.08M | Buy |
9,357
+1,288
| +16% | +$149K | 0.49% | 41 |
|
|
2016
Q3 | $912K | Sell |
8,069
-434
| -5% | -$49.1K | 0.45% | 44 |
|
|
2016
Q2 | $813K | Sell |
8,503
-670
| -7% | -$64.1K | 0.43% | 45 |
|
|
2016
Q1 | $1M | Buy |
9,173
+715
| +8% | +$77.9K | 0.54% | 39 |
|
|
2015
Q4 | $890K | Buy |
8,458
+1,008
| +14% | +$106K | 0.49% | 45 |
|
|
2015
Q3 | $822K | Buy |
7,450
+228
| +3% | +$25.2K | 0.51% | 41 |
|
|
2015
Q2 | $906K | Sell |
7,222
-186
| -3% | -$23.3K | 0.5% | 43 |
|
|
2015
Q1 | $921K | Sell |
7,408
-259
| -3% | -$32.2K | 0.53% | 39 |
|
|
2014
Q4 | $846K | Buy |
7,667
+1,641
| +27% | +$181K | 0.45% | 51 |
|
|
2014
Q3 | $607K | Buy |
6,026
+1,588
| +36% | +$160K | 0.38% | 54 |
|
|
2014
Q2 | $408K | Buy |
4,438
+3,890
| +710% | +$358K | 0.25% | 65 |
|
|
2014
Q1 | $294K | Buy |
548
+30
| +6% | +$16.1K | 0.2% | 72 |
|
|
2013
Q4 | $291K | Buy |
+518
| New | +$291K | 0.17% | 96 |
|