KWB Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Sell |
16,833
-601
| -3% | -$134K | 0.45% | 42 |
|
|
2025
Q1 | $4.37M | Buy |
17,434
+325
| +2% | +$81.4K | 0.53% | 36 |
|
|
2024
Q4 | $3.99M | Buy |
17,109
+603
| +4% | +$141K | 0.49% | 31 |
|
|
2024
Q3 | $3.48M | Sell |
16,506
-1,326
| -7% | -$279K | 0.45% | 32 |
|
|
2024
Q2 | $3.06M | Sell |
17,832
-62
| -0.3% | -$10.6K | 0.42% | 32 |
|
|
2024
Q1 | $3.07M | Sell |
17,894
-520
| -3% | -$89.2K | 0.41% | 32 |
|
|
2023
Q4 | $3.55M | Buy |
18,414
+4,576
| +33% | +$881K | 0.51% | 29 |
|
|
2023
Q3 | $2.68M | Hold |
13,838
| – | – | 0.43% | 31 |
|
|
2023
Q2 | $2.68M | Buy |
13,838
+217
| +2% | +$42.1K | 0.42% | 31 |
|
|
2023
Q1 | $1.77M | Buy |
13,621
+1,977
| +17% | +$257K | 0.33% | 36 |
|
|
2022
Q4 | $1.51M | Sell |
11,644
-2,529
| -18% | -$329K | 0.29% | 37 |
|
|
2022
Q3 | $1.96M | Sell |
14,173
-98
| -0.7% | -$13.5K | 0.39% | 30 |
|
|
2022
Q2 | $1.95M | Buy |
14,271
+174
| +1% | +$23.8K | 0.38% | 32 |
|
|
2022
Q1 | $2.5M | Hold |
14,097
| – | – | 0.42% | 27 |
|
|
2021
Q4 | $2.5M | Buy |
14,097
+21
| +0.1% | +$3.73K | 0.42% | 27 |
|
|
2021
Q3 | $1.99M | Sell |
14,076
-334
| -2% | -$47.3K | 0.35% | 30 |
|
|
2021
Q2 | $1.76M | Hold |
14,410
| – | – | 0.34% | 32 |
|
|
2021
Q1 | $1.76M | Sell |
14,410
-87
| -0.6% | -$10.6K | 0.34% | 32 |
|
|
2020
Q4 | $1.92M | Buy |
+14,497
| New | +$1.92M | 0.4% | 32 |
|