UHLMANN PRICE SECURITIES’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.97M Sell
14,471
-645
-4% -$132K 2.12% 6
2025
Q1
$3.36M Sell
15,116
-124
-0.8% -$27.5K 2.47% 4
2024
Q4
$3.82M Buy
15,240
+850
+6% +$213K 2.88% 4
2024
Q3
$3.35M Buy
+14,390
New +$3.35M 2.67% 4