Kowal Investment Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $11.5M | Buy |
49,326
+1,862
| +4% | +$434K | 2.11% | 9 |
|
|
2024
Q2 | $10M | Buy |
47,464
+648
| +1% | +$136K | 2% | 8 |
|
|
2024
Q1 | $8.03M | Buy |
46,816
+630
| +1% | +$108K | 1.73% | 9 |
|
|
2023
Q4 | $8.89M | Buy |
46,186
+1,593
| +4% | +$307K | 2.08% | 9 |
|
|
2023
Q3 | $7.63M | Sell |
44,593
-198
| -0.4% | -$33.9K | 2.06% | 8 |
|
|
2023
Q2 | $8.69M | Sell |
44,791
-1,310
| -3% | -$254K | 2.32% | 8 |
|
|
2023
Q1 | $7.6M | Buy |
46,101
+2,447
| +6% | +$404K | 2.15% | 7 |
|
|
2022
Q4 | $5.67M | Sell |
43,654
-2,289
| -5% | -$297K | 1.69% | 12 |
|
|
2022
Q3 | $6.35M | Buy |
45,943
+875
| +2% | +$121K | 2.15% | 9 |
|
|
2022
Q2 | $6.16M | Sell |
45,068
-239
| -0.5% | -$32.7K | 2.02% | 7 |
|
|
2022
Q1 | $7.91M | Buy |
45,307
+507
| +1% | +$88.5K | 2.41% | 6 |
|
|
2021
Q4 | $7.96M | Buy |
44,800
+1,679
| +4% | +$298K | 2.36% | 6 |
|
|
2021
Q3 | $6.1M | Buy |
43,121
+529
| +1% | +$74.9K | 1.93% | 7 |
|
|
2021
Q2 | $5.83M | Buy |
42,592
+3,650
| +9% | +$500K | 2.1% | 7 |
|
|
2021
Q1 | $4.76M | Buy |
38,942
+3,512
| +10% | +$429K | 1.92% | 8 |
|
|
2020
Q4 | $4.56M | Buy |
+35,430
| New | +$4.56M | 2.12% | 8 |
|