KMG Fiduciary Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.9M | Buy |
287,069
+7,437
| +3% | +$1.53M | 4.36% | 4 |
|
|
2025
Q1 | $62.1M | Buy |
279,632
+2,850
| +1% | +$633K | 5.16% | 1 |
|
|
2024
Q4 | $69.3M | Sell |
276,782
-1,964
| -0.7% | -$492K | 5.74% | 1 |
|
|
2024
Q3 | $64.9M | Sell |
278,746
-6,872
| -2% | -$1.6M | 5.61% | 1 |
|
|
2024
Q2 | $60.2M | Buy |
285,618
+2,166
| +0.8% | +$456K | 5.91% | 2 |
|
|
2024
Q1 | $48.6M | Buy |
283,452
+141
| +0% | +$24.2K | 5.04% | 3 |
|
|
2023
Q4 | $54.5M | Sell |
283,311
-510
| -0.2% | -$98.2K | 6.35% | 2 |
|
|
2023
Q3 | $48.6M | Buy |
283,821
+2,053
| +0.7% | +$351K | 6.42% | 2 |
|
|
2023
Q2 | $54.7M | Buy |
281,768
+5,346
| +2% | +$1.04M | 7.07% | 1 |
|
|
2023
Q1 | $45.6M | Sell |
276,422
-8,756
| -3% | -$1.44M | 6.54% | 2 |
|
|
2022
Q4 | $37.1M | Sell |
285,178
-1,312
| -0.5% | -$170K | 6.08% | 2 |
|
|
2022
Q3 | $39.6M | Sell |
286,490
-16,756
| -6% | -$2.32M | 7.62% | 1 |
|
|
2022
Q2 | $41.5M | Buy |
303,246
+94
| +0% | +$12.9K | 7.73% | 1 |
|
|
2022
Q1 | $52.9M | Sell |
303,152
-1,280
| -0.4% | -$223K | 8.46% | 1 |
|
|
2021
Q4 | $54.1M | Sell |
304,432
-3,165
| -1% | -$562K | 8.36% | 2 |
|
|
2021
Q3 | $43.5M | Buy |
307,597
+5,629
| +2% | +$797K | 7.41% | 2 |
|
|
2021
Q2 | $41.4M | Buy |
301,968
+4,307
| +1% | +$590K | 7.3% | 2 |
|
|
2021
Q1 | $36.4M | Buy |
297,661
+19,546
| +7% | +$2.39M | 7.09% | 2 |
|
|
2020
Q4 | $36.4M | Buy |
278,115
+10,974
| +4% | +$1.44M | 7.68% | 2 |
|
|
2020
Q3 | $30.9M | Sell |
267,141
-20,111
| -7% | -$2.33M | 7.69% | 2 |
|
|
2020
Q2 | $26.2M | Buy |
287,252
+4,868
| +2% | +$444K | 7.28% | 2 |
|
|
2020
Q1 | $18M | Buy |
282,384
+49,568
| +21% | +$3.15M | 5.83% | 2 |
|
|
2019
Q4 | $17.1M | Sell |
232,816
-32,064
| -12% | -$2.35M | 5.21% | 2 |
|
|
2019
Q3 | $14.8M | Buy |
264,880
+26,404
| +11% | +$1.48M | 5.03% | 2 |
|
|
2019
Q2 | $11.8M | Sell |
238,476
-19,560
| -8% | -$968K | 4.27% | 2 |
|
|
2019
Q1 | $12.3M | Buy |
258,036
+11,660
| +5% | +$554K | 4.65% | 2 |
|
|
2018
Q4 | $9.72M | Buy |
+246,376
| New | +$9.72M | 4.42% | 2 |
|