KWM
Kolinsky Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.67M | Buy |
30,621
+489
| +2% | +$122K | 4.68% | 3 |
|
|
2024
Q3 | $7.02M | Buy |
30,132
+2,106
| +8% | +$491K | 4.57% | 3 |
|
|
2024
Q2 | $5.9M | Buy |
28,026
+1,739
| +7% | +$366K | 4.23% | 4 |
|
|
2024
Q1 | $4.51M | Buy |
26,287
+670
| +3% | +$115K | 3.44% | 4 |
|
|
2023
Q4 | $4.93M | Sell |
25,617
-4,004
| -14% | -$771K | 4.34% | 4 |
|
|
2023
Q3 | $5.07M | Sell |
29,621
-1,790
| -6% | -$306K | 5.03% | 4 |
|
|
2023
Q2 | $5.96M | Buy |
31,411
+439
| +1% | +$83.2K | 5.65% | 3 |
|
|
2023
Q1 | $5.11M | Buy |
30,972
+1,467
| +5% | +$242K | 5.42% | 3 |
|
|
2022
Q4 | $3.83M | Buy |
29,505
+5
| +0% | +$650 | 4.38% | 4 |
|
|
2022
Q3 | $4.08M | Buy |
29,500
+3,476
| +13% | +$480K | 5.11% | 3 |
|
|
2022
Q2 | $3.56M | Buy |
26,024
+1,671
| +7% | +$228K | 4.2% | 4 |
|
|
2022
Q1 | $4.25M | Sell |
24,353
-1,574
| -6% | -$275K | 4.17% | 4 |
|
|
2021
Q4 | $4.6M | Buy |
+25,927
| New | +$4.6M | 4.26% | 4 |
|