KPW
Kore Private Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $37.3M | Sell |
269,567
-9,913
| -4% | -$1.37M | 6.73% | 2 |
|
|
2022
Q2 | $38.2M | Buy |
279,480
+799
| +0.3% | +$109K | 5.89% | 2 |
|
|
2022
Q1 | $48.7M | Sell |
278,681
-565
| -0.2% | -$98.7K | 6.11% | 2 |
|
|
2021
Q4 | $49.6M | Sell |
279,246
-57,243
| -17% | -$10.2M | 6.04% | 2 |
|
|
2021
Q3 | $47.6M | Buy |
336,489
+11,785
| +4% | +$1.67M | 5.01% | 2 |
|
|
2021
Q2 | $44.5M | Buy |
324,704
+32,695
| +11% | +$4.48M | 5% | 2 |
|
|
2021
Q1 | $35.7M | Sell |
292,009
-8,078
| -3% | -$987K | 4.81% | 2 |
|
|
2020
Q4 | $39.8M | Buy |
300,087
+10,176
| +4% | +$1.35M | 6.13% | 1 |
|
|
2020
Q3 | $33.6M | Buy |
289,911
+223,082
| +334% | +$25.8M | 6.49% | 1 |
|
|
2020
Q2 | $24.4M | Sell |
66,829
-4,108
| -6% | -$1.5M | 4.98% | 3 |
|
|
2020
Q1 | $18M | Buy |
70,937
+1,638
| +2% | +$417K | 4.31% | 3 |
|
|
2019
Q4 | $20.4M | Sell |
69,299
-2,261
| -3% | -$664K | 3.86% | 3 |
|
|
2019
Q3 | $16.1M | Sell |
71,560
-9,784
| -12% | -$2.2M | 3.62% | 4 |
|
|
2019
Q2 | $16.1M | Sell |
81,344
-547
| -0.7% | -$108K | 3.64% | 4 |
|
|
2019
Q1 | $15.6M | Buy |
81,891
+6,049
| +8% | +$1.15M | 3.5% | 4 |
|
|
2018
Q4 | $12M | Buy |
+75,842
| New | +$12M | 3.29% | 4 |
|