Kohmann Bosshard Financial Services’s Apple AAPL Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.27M	Sell	40,320 -106	-0.3%	-$21.7K	0.92%	20
2025 Q1	$8.98M	Sell	40,426 -523	-1%	-$116K	1.06%	19
2024 Q4	$10.3M	Sell	40,949 -2,257	-5%	-$565K	1.23%	19
2024 Q3	$10.1M	Buy	43,206 +233	+0.5%	+$54.3K	1.25%	18
2024 Q2	$9.05M	Sell	42,973 -63	-0.1%	-$13.3K	1.22%	19
2024 Q1	$7.38M	Buy	43,036 +862	+2%	+$148K	1.03%	28
2023 Q4	$8.12M	Buy	42,174 +1,446	+4%	+$278K	1.24%	26
2023 Q3	$6.97M	Buy	40,728 +117	+0.3%	+$20K	1.2%	25
2023 Q2	$7.88M	Buy	40,611 +1,532	+4%	+$297K	1.36%	25
2023 Q1	$6.44M	Buy	39,079 +183	+0.5%	+$30.2K	1.21%	26
2022 Q4	$5.05M	Buy	38,896 +5,359	+16%	+$696K	1.01%	29
2022 Q3	$4.64M	Buy	33,537 +166	+0.5%	+$22.9K	1.03%	26
2022 Q2	$4.56M	Sell	33,371 -2,900	-8%	-$396K	1.01%	26
2022 Q1	$6.33M	Buy	36,271 +3,769	+12%	+$658K	1.24%	21
2021 Q4	$5.77M	Buy	32,502 +7,377	+29%	+$1.31M	1.16%	21
2021 Q3	$3.56M	Buy	25,125 +2,002	+9%	+$283K	0.78%	28
2021 Q2	$3.17M	Sell	23,123 -64	-0.3%	-$8.77K	0.73%	30
2021 Q1	$2.83M	Buy	23,187 +659	+3%	+$80.5K	0.76%	27
2020 Q4	$2.92M	Buy	22,528 +3,903	+21%	+$506K	0.91%	26
2020 Q3	$2.16M	Buy	18,625 +2,561	+16%	+$297K	0.78%	26
2020 Q2	$1.47M	Buy	16,064 +108	+0.7%	+$9.86K	0.54%	35
2020 Q1	$1.01M	Buy	15,956 +4,000	+33%	+$254K	0.45%	40
2019 Q4	$878K	Buy	11,956 +356	+3%	+$26.1K	0.32%	40
2019 Q3	$650K	Buy	11,600 +944	+9%	+$52.9K	0.26%	45
2019 Q2	$527K	Buy	10,656 +3,156	+42%	+$156K	0.22%	48
2019 Q1	$356K	Hold	7,500	–	–	0.17%	55
2018 Q4	$296K	Hold	7,500	–	–	0.16%	57
2018 Q3	$423K	Hold	7,500	–	–	0.21%	47
2018 Q2	$347K	Hold	7,500	–	–	0.2%	46
2018 Q1	$315K	Hold	7,500	–	–	0.19%	49
2017 Q4	$317K	Hold	7,500	–	–	0.2%	52
2017 Q3	$289K	Buy	+7,500	New	+$289K	0.2%	54
2017 Q1	$269K	Buy	+7,500	New	+$269K	0.23%	51