KAS
KPP Advisory Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
69,002
+1,036
| +2% | +$213K | 2.34% | 7 |
|
|
2025
Q1 | $15.1M | Buy |
67,966
+6,487
| +11% | +$1.44M | 2.86% | 5 |
|
|
2024
Q4 | $15.4M | Buy |
61,479
+1,080
| +2% | +$270K | 3.63% | 4 |
|
|
2024
Q3 | $14.1M | Sell |
60,399
-794
| -1% | -$185K | 3.38% | 4 |
|
|
2024
Q2 | $12.9M | Buy |
61,193
+1,009
| +2% | +$213K | 3.43% | 3 |
|
|
2024
Q1 | $10.3M | Sell |
60,184
-1,669
| -3% | -$286K | 2.83% | 7 |
|
|
2023
Q4 | $11.9M | Sell |
61,853
-207
| -0.3% | -$39.9K | 10.46% | 1 |
|
|
2023
Q3 | $10.6M | Buy |
+62,060
| New | +$10.6M | 3.51% | 6 |
|