KKM Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.87M | Buy |
43,255
+3,583
| +9% | +$735K | 3.08% | 4 |
|
|
2025
Q1 | $8.72M | Sell |
39,672
-2,962
| -7% | -$651K | 3.69% | 3 |
|
|
2024
Q4 | $10.6M | Buy |
42,634
+4,039
| +10% | +$1.01M | 4.42% | 1 |
|
|
2024
Q3 | $8.99M | Sell |
38,595
-3,260
| -8% | -$760K | 4.45% | 1 |
|
|
2024
Q2 | $8.66M | Buy |
41,855
+95
| +0.2% | +$19.7K | 4.11% | 1 |
|
|
2024
Q1 | $7.16M | Buy |
41,760
+3,101
| +8% | +$532K | 3.49% | 1 |
|
|
2023
Q4 | $7.44M | Buy |
+38,659
| New | +$7.44M | 4.69% | 1 |
|