UIA
UG Investment Advisers’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-97,414
| Closed | -$21.6M | – | 13 |
|
|
2025
Q1 | $21.6M | Sell |
97,414
-105,249
| -52% | -$23.4M | 5.93% | 5 |
|
|
2024
Q4 | $50.8M | Sell |
202,663
-27,367
| -12% | -$6.85M | 19.87% | 3 |
|
|
2024
Q3 | $53.6M | Buy |
230,030
+29,870
| +15% | +$6.96M | 20.13% | 2 |
|
|
2024
Q2 | $42.2M | Buy |
200,160
+47,165
| +31% | +$9.93M | 14.29% | 3 |
|
|
2024
Q1 | $26.2M | Buy |
+152,995
| New | +$26.2M | 8.69% | 5 |
|
|
2021
Q1 | – | Sell |
-93,594
| Closed | -$12.4M | – | 13 |
|
|
2020
Q4 | $12.4M | Buy |
+93,594
| New | +$12.4M | 15.25% | 3 |
|