Melissa S. Kampmann’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.47M | Sell |
26,680
-950
| -3% | -$195K | 4.11% | 5 |
|
2025
Q1 | $6.14M | Sell |
27,630
-738
| -3% | -$164K | 4.85% | 2 |
|
2024
Q4 | $7.1M | Sell |
28,368
-2,860
| -9% | -$716K | 5.59% | 1 |
|
2024
Q3 | $7.28M | Sell |
31,228
-5
| -0% | -$1.17K | 5.14% | 2 |
|
2024
Q2 | $6.58M | Sell |
31,233
-1,041
| -3% | -$219K | 4.8% | 3 |
|
2024
Q1 | $5.53M | Buy |
32,274
+1,167
| +4% | +$200K | 3.98% | 5 |
|
2023
Q4 | $5.99M | Sell |
31,107
-750
| -2% | -$144K | 5.13% | 2 |
|
2023
Q3 | $5.45M | Buy |
+31,857
| New | +$5.45M | 5.26% | 2 |
|