Kingswood Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.7M | Sell |
218,012
-42
| -0% | -$8.62K | 3.53% | 2 |
|
|
2025
Q1 | $48.5M | Sell |
218,054
-65,804
| -23% | -$14.6M | 4.43% | 1 |
|
|
2024
Q4 | $71.1M | Sell |
283,858
-53,023
| -16% | -$13.3M | 5.34% | 1 |
|
|
2024
Q3 | $78.2M | Buy |
336,881
+37,083
| +12% | +$8.6M | 5.57% | 1 |
|
|
2024
Q2 | $63.1M | Buy |
299,798
+48,692
| +19% | +$10.3M | 5.69% | 1 |
|
|
2024
Q1 | $43.1M | Sell |
251,106
-21,638
| -8% | -$3.71M | 4.97% | 1 |
|
|
2023
Q4 | $52.5M | Buy |
272,744
+188,330
| +223% | +$36.3M | 5.95% | 1 |
|
|
2023
Q3 | $21M | Sell |
84,414
-67,155
| -44% | -$16.7M | 3.6% | 2 |
|
|
2023
Q2 | $29.4M | Buy |
+151,569
| New | +$29.4M | 9.37% | 1 |
|