UWPG
Ullmann Wealth Partners Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Buy |
25,904
+231
| +0.9% | +$47.4K | 0.63% | 26 |
|
|
2025
Q1 | $5.7M | Sell |
25,673
-2,313
| -8% | -$514K | 0.76% | 22 |
|
|
2024
Q4 | $7.01M | Buy |
27,986
+769
| +3% | +$193K | 0.9% | 20 |
|
|
2024
Q3 | $6.34M | Buy |
27,217
+640
| +2% | +$149K | 0.82% | 23 |
|
|
2024
Q2 | $5.6M | Buy |
26,577
+2,299
| +9% | +$484K | 0.8% | 22 |
|
|
2024
Q1 | $4.16M | Buy |
24,278
+1,186
| +5% | +$203K | 0.62% | 24 |
|
|
2023
Q4 | $4.45M | Buy |
23,092
+3,202
| +16% | +$616K | 0.73% | 22 |
|
|
2023
Q3 | $3.41M | Buy |
19,890
+1,927
| +11% | +$330K | 0.64% | 22 |
|
|
2023
Q2 | $3.48M | Buy |
17,963
+412
| +2% | +$79.9K | 0.7% | 24 |
|
|
2023
Q1 | $2.89M | Buy |
17,551
+1,989
| +13% | +$328K | 0.66% | 21 |
|
|
2022
Q4 | $2.02M | Sell |
15,562
-307
| -2% | -$39.9K | 0.5% | 24 |
|
|
2022
Q3 | $2.19M | Buy |
15,869
+1,594
| +11% | +$220K | 0.6% | 24 |
|
|
2022
Q2 | $1.95M | Buy |
14,275
+3,351
| +31% | +$458K | 0.53% | 24 |
|
|
2022
Q1 | $1.91M | Buy |
10,924
+58
| +0.5% | +$10.1K | 0.49% | 26 |
|
|
2021
Q4 | $1.93M | Buy |
10,866
+441
| +4% | +$78.3K | 0.52% | 26 |
|
|
2021
Q3 | $1.48M | Buy |
10,425
+768
| +8% | +$109K | 0.58% | 25 |
|
|
2021
Q2 | $1.32M | Sell |
9,657
-744
| -7% | -$102K | 0.55% | 25 |
|
|
2021
Q1 | $1.27M | Buy |
10,401
+1,081
| +12% | +$132K | 0.57% | 24 |
|
|
2020
Q4 | $1.24M | Buy |
9,320
+1,092
| +13% | +$145K | 0.62% | 24 |
|
|
2020
Q3 | $953K | Buy |
8,228
+5,411
| +192% | +$627K | 0.55% | 25 |
|
|
2020
Q2 | $1.03M | Buy |
2,817
+20
| +0.7% | +$7.3K | 0.63% | 22 |
|
|
2020
Q1 | $711K | Buy |
2,797
+200
| +8% | +$50.8K | 0.53% | 25 |
|
|
2019
Q4 | $763K | Sell |
2,597
-892
| -26% | -$262K | 0.46% | 25 |
|
|
2019
Q3 | $781K | Buy |
3,489
+100
| +3% | +$22.4K | 0.48% | 26 |
|
|
2019
Q2 | $670K | Buy |
3,389
+290
| +9% | +$57.3K | 0.42% | 27 |
|
|
2019
Q1 | $589K | Buy |
3,099
+233
| +8% | +$44.3K | 0.38% | 30 |
|
|
2018
Q4 | $452K | Hold |
2,866
| – | – | 0.33% | 32 |
|
|
2018
Q3 | $646K | Sell |
2,866
-98
| -3% | -$22.1K | 0.43% | 27 |
|
|
2018
Q2 | $548K | Buy |
2,964
+1,292
| +77% | +$239K | 0.38% | 28 |
|
|
2018
Q1 | $280K | Hold |
1,672
| – | – | 0.2% | 42 |
|
|
2017
Q4 | $291K | Buy |
+1,672
| New | +$291K | 0.2% | 44 |
|
|
2017
Q3 | – | Sell |
-1,988
| Closed | -$286K | – | 49 |
|
|
2017
Q2 | $286K | Buy |
1,988
+313
| +19% | +$45K | 0.21% | 46 |
|
|
2017
Q1 | $240K | Sell |
1,675
-34
| -2% | -$4.87K | 0.2% | 45 |
|
|
2016
Q4 | $220K | Buy |
+1,709
| New | +$220K | 0.21% | 46 |
|