L.M. Kohn & Company’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.7M | Sell |
144,796
-23,236
| -14% | -$4.77M | 8.01% | 1 |
|
|
2025
Q1 | $37.3M | Sell |
168,032
-3,817
| -2% | -$848K | 9.75% | 1 |
|
|
2024
Q4 | $43M | Sell |
171,849
-2,223
| -1% | -$557K | 11.14% | 1 |
|
|
2024
Q3 | $40.6M | Sell |
174,072
-633
| -0.4% | -$147K | 10.28% | 1 |
|
|
2024
Q2 | $36.8M | Sell |
174,705
-12,701
| -7% | -$2.68M | 9.96% | 1 |
|
|
2024
Q1 | $32.1M | Buy |
187,406
+52
| +0% | +$8.92K | 9.03% | 1 |
|
|
2023
Q4 | $36.1M | Buy |
187,354
+1,962
| +1% | +$378K | 11.51% | 1 |
|
|
2023
Q3 | $31.7M | Buy |
185,392
+741
| +0.4% | +$127K | 11.58% | 1 |
|
|
2023
Q2 | $35.8M | Buy |
184,651
+2,965
| +2% | +$575K | 13.52% | 1 |
|
|
2023
Q1 | $30M | Buy |
181,686
+3
| +0% | +$495 | 12.42% | 1 |
|
|
2022
Q4 | $23.6M | Sell |
181,683
-2,701
| -1% | -$351K | 11.05% | 1 |
|
|
2022
Q3 | $25.5M | Sell |
184,384
-1,665
| -0.9% | -$230K | 12.48% | 1 |
|
|
2022
Q2 | $25.4M | Buy |
186,049
+1,393
| +0.8% | +$190K | 11.89% | 1 |
|
|
2022
Q1 | $32.2M | Buy |
+184,656
| New | +$32.2M | 12.43% | 1 |
|