KIA
Kraematon Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Sell |
17,941
-1,829
| -9% | -$375K | 3.47% | 5 |
|
|
2025
Q1 | $4.39M | Buy |
19,770
+10
| +0.1% | +$2.22K | 4.47% | 3 |
|
|
2024
Q4 | $4.95M | Sell |
19,760
-410
| -2% | -$103K | 4.89% | 1 |
|
|
2024
Q3 | $4.7M | Sell |
20,170
-1,350
| -6% | -$315K | 4.61% | 2 |
|
|
2024
Q2 | $4.53M | Sell |
21,520
-3,636
| -14% | -$766K | 4.6% | 2 |
|
|
2024
Q1 | $4.31M | Sell |
25,156
-468
| -2% | -$80.3K | 4.34% | 3 |
|
|
2023
Q4 | $4.93M | Buy |
25,624
+1,180
| +5% | +$227K | 5.43% | 1 |
|
|
2023
Q3 | $4.18M | Buy |
24,444
+24
| +0.1% | +$4.11K | 5.16% | 2 |
|
|
2023
Q2 | $4.74M | Buy |
24,420
+40
| +0.2% | +$7.76K | 5.21% | 2 |
|
|
2023
Q1 | $4.02M | Sell |
24,380
-571
| -2% | -$94.2K | 4.65% | 2 |
|
|
2022
Q4 | $3.24M | Buy |
24,951
+516
| +2% | +$67K | 3.52% | 5 |
|
|
2022
Q3 | $3.38M | Sell |
24,435
-486
| -2% | -$67.2K | 4.35% | 4 |
|
|
2022
Q2 | $3.41M | Buy |
24,921
+15
| +0.1% | +$2.05K | 3.95% | 5 |
|
|
2022
Q1 | $4.35M | Sell |
24,906
-2,254
| -8% | -$394K | 4.14% | 2 |
|
|
2021
Q4 | $4.82M | Buy |
+27,160
| New | +$4.82M | 4.32% | 2 |
|