Klein Pavlis & Peasley 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 | $333K | Sell |
1,621
-2,630
| -62% | -$540K | 0.22% | 62 |
|
|
2025
Q1 | $949K | Sell |
4,251
-163
| -4% | -$36.4K | 0.68% | 48 |
|
|
2024
Q4 | $1.11M | Sell |
4,414
-40
| -0.9% | -$10K | 0.89% | 40 |
|
|
2024
Q3 | $1.04M | Sell |
4,454
-51
| -1% | -$11.9K | 0.83% | 46 |
|
|
2024
Q2 | $949K | Buy |
4,505
+51
| +1% | +$10.7K | 0.84% | 46 |
|
|
2024
Q1 | $764K | Sell |
4,454
-191
| -4% | -$32.8K | 0.69% | 52 |
|
|
2023
Q4 | $894K | Buy |
+4,645
| New | +$894K | 0.83% | 48 |
|