KWM
Kingsview Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113M | Sell |
551,862
-164,285
| -23% | -$33.7M | 1.92% | 6 |
|
|
2025
Q1 | $159M | Buy |
716,147
+139,151
| +24% | +$30.9M | 3% | 2 |
|
|
2024
Q4 | $144M | Buy |
576,996
+27,610
| +5% | +$6.91M | 2.81% | 2 |
|
|
2024
Q3 | $128M | Sell |
549,386
-239
| -0% | -$55.7K | 2.69% | 3 |
|
|
2024
Q2 | $116M | Sell |
549,625
-17,196
| -3% | -$3.62M | 2.74% | 2 |
|
|
2024
Q1 | $97.2M | Buy |
566,821
+38,697
| +7% | +$6.64M | 2.44% | 3 |
|
|
2023
Q4 | $102M | Sell |
528,124
-7,031
| -1% | -$1.35M | 3.04% | 1 |
|
|
2023
Q3 | $91.6M | Sell |
535,155
-68,805
| -11% | -$11.8M | 3.29% | 1 |
|
|
2023
Q2 | $117M | Buy |
603,960
+13,244
| +2% | +$2.57M | 4.59% | 1 |
|
|
2023
Q1 | $97.4M | Sell |
590,716
-23,447
| -4% | -$3.87M | 4.09% | 1 |
|
|
2022
Q4 | $79.8M | Buy |
614,163
+53,858
| +10% | +$7M | 3.47% | 2 |
|
|
2022
Q3 | $77.4M | Sell |
560,305
-53,102
| -9% | -$7.34M | 3.67% | 2 |
|
|
2022
Q2 | $83.9M | Sell |
613,407
-3,196
| -0.5% | -$437K | 4.01% | 1 |
|
|
2022
Q1 | $108M | Sell |
616,603
-25,544
| -4% | -$4.46M | 4.74% | 1 |
|
|
2021
Q4 | $114M | Buy |
642,147
+23,269
| +4% | +$4.13M | 4.75% | 1 |
|
|
2021
Q3 | $87.6M | Buy |
618,878
+40,336
| +7% | +$5.71M | 4.15% | 1 |
|
|
2021
Q2 | $79.4M | Buy |
578,542
+43,402
| +8% | +$5.96M | 3.92% | 1 |
|
|
2021
Q1 | $65.8M | Buy |
535,140
+31,706
| +6% | +$3.9M | 3.74% | 1 |
|
|
2020
Q4 | $66.8M | Buy |
503,434
+53,913
| +12% | +$7.15M | 4.84% | 1 |
|
|
2020
Q3 | $52.1M | Buy |
449,521
+334,424
| +291% | +$38.7M | 4.66% | 1 |
|
|
2020
Q2 | $42M | Buy |
115,097
+3,889
| +3% | +$1.42M | 4.2% | 1 |
|
|
2020
Q1 | $28.3M | Buy |
111,208
+3,433
| +3% | +$873K | 3.82% | 1 |
|
|
2019
Q4 | $31.6M | Buy |
107,775
+9,566
| +10% | +$2.81M | 3.97% | 1 |
|
|
2019
Q3 | $22M | Buy |
98,209
+446
| +0.5% | +$99.9K | 3.46% | 1 |
|
|
2019
Q2 | $19.3M | Sell |
97,763
-1,959
| -2% | -$388K | 3.25% | 1 |
|
|
2019
Q1 | $18.9M | Buy |
99,722
+58,530
| +142% | +$11.1M | 2.88% | 1 |
|
|
2018
Q4 | $6.5M | Buy |
41,192
+503
| +1% | +$79.3K | 1.42% | 5 |
|
|
2018
Q3 | $9.19M | Buy |
40,689
+4,440
| +12% | +$1M | 1.86% | 5 |
|
|
2018
Q2 | $6.71M | Buy |
36,249
+3,286
| +10% | +$608K | 1.6% | 6 |
|
|
2018
Q1 | $5.53M | Buy |
32,963
+3,377
| +11% | +$567K | 1.37% | 8 |
|
|
2017
Q4 | $5.01M | Buy |
29,586
+1,668
| +6% | +$282K | 1.79% | 3 |
|
|
2017
Q3 | $4.3M | Buy |
27,918
+4,320
| +18% | +$666K | 1.89% | 2 |
|
|
2017
Q2 | $3.4M | Sell |
23,598
-797
| -3% | -$115K | 1.75% | 3 |
|
|
2017
Q1 | $3.11M | Buy |
+24,395
| New | +$3.11M | 1.85% | 3 |
|