Kuhn & Co Investment Counsel’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.05M | Buy |
19,729
+84
| +0.4% | +$17.2K | 3.06% | 6 |
|
2025
Q1 | $4.36M | Buy |
19,645
+200
| +1% | +$44.4K | 3.68% | 2 |
|
2024
Q4 | $4.87M | Buy |
19,445
+1
| +0% | +$250 | 4.14% | 1 |
|
2024
Q3 | $4.53M | Sell |
19,444
-67
| -0.3% | -$15.6K | 3.87% | 2 |
|
2024
Q2 | $4.11M | Buy |
19,511
+135
| +0.7% | +$28.4K | 3.69% | 3 |
|
2024
Q1 | $3.32M | Sell |
19,376
-485
| -2% | -$83.2K | 3.12% | 3 |
|
2023
Q4 | $3.82M | Buy |
+19,861
| New | +$3.82M | 3.92% | 1 |
|