Koa Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Sell |
61,796
-23
| -0% | -$4.72K | 10.07% | 2 |
|
|
2025
Q1 | $13.7M | Sell |
61,819
-5,176
| -8% | -$1.15M | 11.09% | 2 |
|
|
2024
Q4 | $16.8M | Sell |
66,995
-4,026
| -6% | -$1.01M | 13.71% | 2 |
|
|
2024
Q3 | $16.5M | Sell |
71,021
-3,322
| -4% | -$774K | 12.78% | 2 |
|
|
2024
Q2 | $15.7M | Sell |
74,343
-4,517
| -6% | -$951K | 13.23% | 2 |
|
|
2024
Q1 | $13.5M | Buy |
78,860
+320
| +0.4% | +$54.9K | 12.19% | 2 |
|
|
2023
Q4 | $15.1M | Buy |
+78,540
| New | +$15.1M | 14.93% | 1 |
|