John G. Ullman & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
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|
2025
Q1 | $3.68M | Sell |
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|
2024
Q4 | $4.31M | Sell |
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|
2024
Q3 | $4.07M | Sell |
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|
2024
Q2 | $3.84M | Sell |
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|
2024
Q1 | $3.15M | Buy |
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|
2023
Q4 | $3.49M | Buy |
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|
2023
Q3 | $2.94M | Buy |
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|
2023
Q2 | $3.33M | Sell |
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|
2023
Q1 | $3.04M | Buy |
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|
2022
Q4 | $2.39M | Sell |
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|
2022
Q3 | $2.59M | Buy |
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|
2022
Q2 | $2.51M | Sell |
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|
2022
Q1 | $3.25M | Sell |
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|
2021
Q4 | $3.41M | Sell |
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|
2021
Q3 | $2.75M | Buy |
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|
2021
Q2 | $2.63M | Sell |
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|
2021
Q1 | $2.42M | Buy |
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|
2020
Q4 | $2.63M | Sell |
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|
2020
Q3 | $2.35M | Buy |
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|
2020
Q2 | $1.8M | Sell |
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|
2020
Q1 | $1.37M | Sell |
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|
2019
Q4 | $2.15M | Sell |
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|
2019
Q3 | $1.92M | Sell |
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|
2019
Q2 | $2.6M | Buy |
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|
2019
Q1 | $1.33M | Buy |
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|
2018
Q4 | $1.08M | Buy |
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|
2018
Q3 | $1.46M | Sell |
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|
2018
Q2 | $2.47M | Buy |
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|
2018
Q1 | $2.2M | Buy |
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|
2017
Q4 | $2.17M | Sell |
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|
2017
Q3 | $2.79M | Buy |
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|
2017
Q2 | $2.61M | Sell |
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|
2017
Q1 | $2.67M | Sell |
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|
2016
Q4 | $2.21M | Buy |
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|
2016
Q3 | $2.14M | Sell |
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|
2016
Q2 | $1.82M | Sell |
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|
2016
Q1 | $2.11M | Buy |
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|
2015
Q4 | $671K | Buy |
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|
2015
Q3 | $640K | Sell |
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|
2015
Q2 | $981K | Buy |
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|
2015
Q1 | $905K | Sell |
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|
2014
Q4 | $807K | Sell |
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|
2014
Q3 | $3.99M | Buy |
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|
2014
Q2 | $3.66M | Sell |
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|
2014
Q1 | $3.02M | Sell |
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|
2013
Q4 | $3.19M | Sell |
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|
2013
Q3 | $2.75M | Buy |
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|
2013
Q2 | $2.26M | Buy |
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