UIA
Ulland Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
14,464
-78
| -0.5% | -$16K | 2.27% | 12 |
|
|
2025
Q1 | $3.23M | Sell |
14,542
-20,505
| -59% | -$4.55M | 2.7% | 14 |
|
|
2024
Q4 | $8.78M | Sell |
35,047
-8
| -0% | -$2K | 5.6% | 6 |
|
|
2024
Q3 | $8.17M | Sell |
35,055
-332
| -0.9% | -$77.4K | 5.98% | 5 |
|
|
2024
Q2 | $7.45M | Sell |
35,387
-30
| -0.1% | -$6.32K | 5.18% | 5 |
|
|
2024
Q1 | $6.07M | Buy |
35,417
+128
| +0.4% | +$21.9K | 4.85% | 7 |
|
|
2023
Q4 | $6.79M | Sell |
35,289
-1,476
| -4% | -$284K | 6.85% | 4 |
|
|
2023
Q3 | $6.3M | Buy |
36,765
+66
| +0.2% | +$11.3K | 6.92% | 4 |
|
|
2023
Q2 | $7.12M | Sell |
36,699
-43
| -0.1% | -$8.34K | 7.31% | 1 |
|
|
2023
Q1 | $6.06M | Hold |
36,742
| – | – | 7.12% | 2 |
|
|
2022
Q4 | $4.77M | Sell |
36,742
-1,547
| -4% | -$201K | 5.7% | 2 |
|
|
2022
Q3 | $5.29M | Buy |
38,289
+120
| +0.3% | +$16.6K | 5.78% | 3 |
|
|
2022
Q2 | $5.22M | Sell |
38,169
-2,760
| -7% | -$377K | 5.34% | 4 |
|
|
2022
Q1 | $7.15M | Buy |
40,929
+161
| +0.4% | +$28.1K | 5.36% | 5 |
|
|
2021
Q4 | $7.24M | Buy |
+40,768
| New | +$7.24M | 4.62% | 6 |
|