KMG Fiduciary Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $73.8M | Buy |
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|
2025
Q2 | $58.9M | Buy |
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|
2025
Q1 | $62.1M | Buy |
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|
2024
Q4 | $69.3M | Sell |
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|
2024
Q3 | $64.9M | Sell |
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|
2024
Q2 | $60.2M | Buy |
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|
2024
Q1 | $48.6M | Buy |
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|
2023
Q4 | $54.5M | Sell |
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|
2023
Q3 | $48.6M | Buy |
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|
2023
Q2 | $54.7M | Buy |
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|
2023
Q1 | $45.6M | Sell |
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|
2022
Q4 | $37.1M | Sell |
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|
2022
Q3 | $39.6M | Sell |
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|
2022
Q2 | $41.5M | Buy |
|
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|
2022
Q1 | $52.9M | Sell |
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|
2021
Q4 | $54.1M | Sell |
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|
2021
Q3 | $43.5M | Buy |
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|
2021
Q2 | $41.4M | Buy |
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|
2021
Q1 | $36.4M | Buy |
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|
2020
Q4 | $36.4M | Buy |
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|
2020
Q3 | $30.9M | Sell |
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|
2020
Q2 | $26.2M | Buy |
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|
2020
Q1 | $18M | Buy |
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|
2019
Q4 | $17.1M | Sell |
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|
2019
Q3 | $14.8M | Buy |
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|
2019
Q2 | $11.8M | Sell |
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|
2019
Q1 | $12.3M | Buy |
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|
2018
Q4 | $9.72M | Buy |
|