UWM
Udine Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
69,214
+1,825
| +3% | +$374K | 7.5% | 4 |
|
|
2025
Q1 | $15M | Buy |
67,389
+2,052
| +3% | +$456K | 10.01% | 3 |
|
|
2024
Q4 | $16.4M | Sell |
65,337
-14,601
| -18% | -$3.66M | 10.51% | 2 |
|
|
2024
Q3 | $18.6M | Sell |
79,938
-2,181
| -3% | -$508K | 13.14% | 2 |
|
|
2024
Q2 | $17.3M | Sell |
82,119
-1,121
| -1% | -$236K | 12.05% | 2 |
|
|
2024
Q1 | $14.3M | Sell |
83,240
-10,453
| -11% | -$1.79M | 9.84% | 3 |
|
|
2023
Q4 | $18M | Sell |
93,693
-2,204
| -2% | -$424K | 14.36% | 2 |
|
|
2023
Q3 | $16.4M | Buy |
95,897
+4,362
| +5% | +$747K | 15.88% | 2 |
|
|
2023
Q2 | $17.8M | Sell |
91,535
-705
| -0.8% | -$137K | 16.87% | 1 |
|
|
2023
Q1 | $15.2M | Sell |
92,240
-468
| -0.5% | -$77.2K | 23.48% | 1 |
|
|
2022
Q4 | $12M | Sell |
92,708
-47,788
| -34% | -$6.21M | 14.82% | 3 |
|
|
2022
Q3 | $19.4M | Buy |
140,496
+7,290
| +5% | +$1.01M | 30.67% | 1 |
|
|
2022
Q2 | $18.2M | Buy |
133,206
+2,241
| +2% | +$306K | 33% | 1 |
|
|
2022
Q1 | $22.9M | Buy |
130,965
+20,834
| +19% | +$3.64M | 24.93% | 1 |
|
|
2021
Q4 | $19.6M | Buy |
+110,131
| New | +$19.6M | 20.19% | 1 |
|