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