KA
Kovack Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5M | Sell |
173,259
-10,481
| -6% | -$2.15M | 3.48% | 3 |
|
|
2025
Q1 | $40.8M | Sell |
183,740
-13,792
| -7% | -$3.06M | 4.32% | 2 |
|
|
2024
Q4 | $49.5M | Buy |
197,532
+19,150
| +11% | +$4.8M | 4.85% | 3 |
|
|
2024
Q3 | $41.6M | Sell |
178,382
-5,969
| -3% | -$1.39M | 4.4% | 3 |
|
|
2024
Q2 | $38.8M | Sell |
184,351
-34,419
| -16% | -$7.25M | 4.27% | 3 |
|
|
2024
Q1 | $37.5M | Buy |
218,770
+23,511
| +12% | +$4.03M | 4.54% | 2 |
|
|
2023
Q4 | $37.6M | Buy |
195,259
+9,243
| +5% | +$1.78M | 4.47% | 2 |
|
|
2023
Q3 | $31.8M | Sell |
186,016
-924
| -0.5% | -$158K | 4.44% | 2 |
|
|
2023
Q2 | $36.3M | Buy |
186,940
+6,648
| +4% | +$1.29M | 4.65% | 2 |
|
|
2023
Q1 | $29.7M | Sell |
180,292
-9,180
| -5% | -$1.51M | 4.05% | 2 |
|
|
2022
Q4 | $24.6M | Sell |
189,472
-19,390
| -9% | -$2.52M | 3.6% | 2 |
|
|
2022
Q3 | $28.9M | Sell |
208,862
-17,256
| -8% | -$2.38M | 4.24% | 2 |
|
|
2022
Q2 | $30.9M | Sell |
226,118
-17,585
| -7% | -$2.4M | 4.08% | 2 |
|
|
2022
Q1 | $42.6M | Sell |
243,703
-20,108
| -8% | -$3.51M | 4.37% | 2 |
|
|
2021
Q4 | $46.8M | Buy |
263,811
+1,433
| +0.5% | +$254K | 4.53% | 2 |
|
|
2021
Q3 | $37.1M | Buy |
262,378
+10,486
| +4% | +$1.48M | 4.04% | 2 |
|
|
2021
Q2 | $34.5M | Buy |
251,892
+4,028
| +2% | +$552K | 3.93% | 2 |
|
|
2021
Q1 | $30.3M | Buy |
247,864
+15,268
| +7% | +$1.87M | 3.93% | 2 |
|
|
2020
Q4 | $30.9M | Buy |
232,596
+6,330
| +3% | +$840K | 4.44% | 1 |
|
|
2020
Q3 | $26.2M | Buy |
226,266
+175,042
| +342% | +$20.3M | 4.66% | 2 |
|
|
2020
Q2 | $18.7M | Sell |
51,224
-30,251
| -37% | -$11M | 3.64% | 2 |
|
|
2020
Q1 | $20.7M | Sell |
81,475
-4,284
| -5% | -$1.09M | 4.79% | 1 |
|
|
2019
Q4 | $25.3M | Sell |
85,759
-5,856
| -6% | -$1.73M | 4.53% | 2 |
|
|
2019
Q3 | $20.5M | Sell |
91,615
-13,588
| -13% | -$3.04M | 4.21% | 2 |
|
|
2019
Q2 | $20.8M | Sell |
105,203
-5,428
| -5% | -$1.07M | 4.76% | 1 |
|
|
2019
Q1 | $21M | Sell |
110,631
-398
| -0.4% | -$75.6K | 5.24% | 1 |
|
|
2018
Q4 | $17.5M | Buy |
111,029
+5,320
| +5% | +$839K | 5.12% | 2 |
|
|
2018
Q3 | $23.9M | Sell |
105,709
-26,397
| -20% | -$5.96M | 6.15% | 1 |
|
|
2018
Q2 | $24.5M | Sell |
132,106
-10,016
| -7% | -$1.85M | 6.83% | 1 |
|
|
2018
Q1 | $23.8M | Buy |
142,122
+4,244
| +3% | +$712K | 5.98% | 1 |
|
|
2017
Q4 | $23.2M | Buy |
137,878
+25,057
| +22% | +$4.22M | 5.87% | 1 |
|
|
2017
Q3 | $17.4M | Sell |
112,821
-8,241
| -7% | -$1.27M | 5.77% | 1 |
|
|
2017
Q2 | $17.4M | Buy |
121,062
+724
| +0.6% | +$104K | 5.5% | 2 |
|
|
2017
Q1 | $17.3M | Sell |
120,338
-18,570
| -13% | -$2.67M | 6.73% | 2 |
|
|
2016
Q4 | $16.1M | Buy |
138,908
+42,335
| +44% | +$4.9M | 7.66% | 2 |
|
|
2016
Q3 | $10.9M | Sell |
96,573
-10,052
| -9% | -$1.14M | 5.32% | 2 |
|
|
2016
Q2 | $10.2M | Sell |
106,625
-1,302
| -1% | -$124K | 5.41% | 2 |
|
|
2016
Q1 | $11.8M | Buy |
107,927
+1,754
| +2% | +$191K | 7.35% | 1 |
|
|
2015
Q4 | $11.2M | Buy |
106,173
+5,079
| +5% | +$535K | 7.37% | 1 |
|
|
2015
Q3 | $11.2M | Buy |
101,094
+2,267
| +2% | +$250K | 7.78% | 1 |
|
|
2015
Q2 | $12.4M | Buy |
98,827
+4,925
| +5% | +$618K | 8.77% | 1 |
|
|
2015
Q1 | $11.7M | Buy |
93,902
+4,407
| +5% | +$548K | 9.87% | 1 |
|
|
2014
Q4 | $9.88M | Buy |
89,495
+2,450
| +3% | +$270K | 10.2% | 1 |
|
|
2014
Q3 | $8.77M | Buy |
87,045
+178
| +0.2% | +$17.9K | 12.9% | 1 |
|
|
2014
Q2 | $8.07M | Buy |
86,867
+79,482
| +1,076% | +$7.39M | 11.71% | 2 |
|
|
2014
Q1 | $3.7M | Buy |
7,385
+3,506
| +90% | +$1.76M | 12.64% | 1 |
|
|
2013
Q4 | $2.18M | Buy |
3,879
+51
| +1% | +$28.6K | 11.82% | 1 |
|
|
2013
Q3 | $1.83M | Buy |
3,828
+435
| +13% | +$207K | 9.38% | 2 |
|
|
2013
Q2 | $1.35M | Buy |
+3,393
| New | +$1.35M | 7.92% | 2 |
|