Kinloch Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Buy |
4,218
+1,200
| +40% | +$246K | 0.4% | 51 |
|
|
2025
Q1 | $670K | Sell |
3,018
-209
| -6% | -$46.4K | 0.32% | 54 |
|
|
2024
Q4 | $808K | Sell |
3,227
-50
| -2% | -$12.5K | 0.41% | 51 |
|
|
2024
Q3 | $764K | Buy |
3,277
+199
| +6% | +$46.4K | 0.37% | 57 |
|
|
2024
Q2 | $648K | Buy |
3,078
+1,218
| +65% | +$257K | 0.34% | 54 |
|
|
2024
Q1 | $319K | Buy |
1,860
+6
| +0.3% | +$1.03K | 0.16% | 60 |
|
|
2023
Q4 | $357K | Sell |
1,854
-151
| -8% | -$29.1K | 0.23% | 54 |
|
|
2023
Q3 | $343K | Buy |
2,005
+6
| +0.3% | +$1.03K | 0.22% | 55 |
|
|
2023
Q2 | $388K | Buy |
1,999
+14
| +0.7% | +$2.72K | 0.23% | 50 |
|
|
2023
Q1 | $327K | Hold |
1,985
| – | – | 0.19% | 52 |
|
|
2022
Q4 | $258K | Sell |
1,985
-341
| -15% | -$44.3K | 0.15% | 58 |
|
|
2022
Q3 | $321K | Sell |
2,326
-40
| -2% | -$5.52K | 0.21% | 55 |
|
|
2022
Q2 | $324K | Sell |
2,366
-472
| -17% | -$64.6K | 0.21% | 56 |
|
|
2022
Q1 | $496K | Buy |
2,838
+372
| +15% | +$65K | 0.3% | 51 |
|
|
2021
Q4 | $438K | Buy |
2,466
+232
| +10% | +$41.2K | 0.27% | 52 |
|
|
2021
Q3 | $316K | Sell |
2,234
-80
| -3% | -$11.3K | 0.22% | 54 |
|
|
2021
Q2 | $317K | Buy |
2,314
+307
| +15% | +$42.1K | 0.23% | 57 |
|
|
2021
Q1 | $245K | Buy |
2,007
+45
| +2% | +$5.49K | 0.19% | 58 |
|
|
2020
Q4 | $260K | Buy |
+1,962
| New | +$260K | 0.22% | 57 |
|