Ullmann Wealth Partners Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.43M | Buy |
29,292
+2,691
| +10% | +$700K | 0.77% | 22 |
|
|
2025
Q4 | $7.19M | Sell |
26,601
-100
| -0.4% | -$26.8K | 0.75% | 24 |
|
|
2025
Q3 | $6.8M | Buy |
26,701
+797
| +3% | +$180K | 0.74% | 26 |
|
|
2025
Q2 | $5.31M | Buy |
25,904
+231
| +0.9% | +$46.6K | 0.63% | 26 |
|
|
2025
Q1 | $5.7M | Sell |
25,673
-2,313
| -8% | -$536K | 0.76% | 22 |
|
|
2024
Q4 | $7.01M | Buy |
27,986
+769
| +3% | +$181K | 0.9% | 20 |
|
|
2024
Q3 | $6.34M | Buy |
27,217
+640
| +2% | +$143K | 0.82% | 23 |
|
|
2024
Q2 | $5.6M | Buy |
26,577
+2,299
| +9% | +$429K | 0.8% | 22 |
|
|
2024
Q1 | $4.16M | Buy |
24,278
+1,186
| +5% | +$216K | 0.62% | 24 |
|
|
2023
Q4 | $4.45M | Buy |
23,092
+3,202
| +16% | +$591K | 0.73% | 22 |
|
|
2023
Q3 | $3.41M | Buy |
19,890
+1,927
| +11% | +$353K | 0.64% | 22 |
|
|
2023
Q2 | $3.48M | Buy |
17,963
+412
| +2% | +$71.8K | 0.7% | 24 |
|
|
2023
Q1 | $2.89M | Buy |
17,551
+1,989
| +13% | +$293K | 0.66% | 21 |
|
|
2022
Q4 | $2.02M | Sell |
15,562
-307
| -2% | -$43.9K | 0.5% | 24 |
|
|
2022
Q3 | $2.19M | Buy |
15,869
+1,594
| +11% | +$250K | 0.6% | 24 |
|
|
2022
Q2 | $1.95M | Buy |
14,275
+3,351
| +31% | +$507K | 0.53% | 24 |
|
|
2022
Q1 | $1.91M | Buy |
10,924
+58
| +0.5% | +$9.75K | 0.49% | 26 |
|
|
2021
Q4 | $1.93M | Buy |
10,866
+441
| +4% | +$69.7K | 0.52% | 26 |
|
|
2021
Q3 | $1.48M | Buy |
10,425
+768
| +8% | +$113K | 0.58% | 25 |
|
|
2021
Q2 | $1.32M | Sell |
9,657
-744
| -7% | -$96.4K | 0.55% | 25 |
|
|
2021
Q1 | $1.27M | Buy |
10,401
+1,081
| +12% | +$139K | 0.57% | 24 |
|
|
2020
Q4 | $1.24M | Buy |
9,320
+1,092
| +13% | +$131K | 0.62% | 24 |
|
|
2020
Q3 | $953K | Sell |
8,228
-3,040
| -27% | -$332K | 0.55% | 25 |
|
|
2020
Q2 | $1.03M | Buy |
11,268
+80
| +0.7% | +$6.2K | 0.63% | 22 |
|
|
2020
Q1 | $711K | Buy |
11,188
+800
| +8% | +$58.8K | 0.53% | 25 |
|
|
2019
Q4 | $763K | Sell |
10,388
-3,568
| -26% | -$230K | 0.46% | 25 |
|
|
2019
Q3 | $781K | Buy |
13,956
+400
| +3% | +$20.9K | 0.48% | 26 |
|
|
2019
Q2 | $670K | Buy |
13,556
+1,160
| +9% | +$56.5K | 0.42% | 27 |
|
|
2019
Q1 | $589K | Buy |
12,396
+932
| +8% | +$39.5K | 0.38% | 30 |
|
|
2018
Q4 | $452K | Hold |
11,464
| – | – | 0.33% | 32 |
|
|
2018
Q3 | $646K | Sell |
11,464
-392
| -3% | -$20.4K | 0.43% | 27 |
|
|
2018
Q2 | $548K | Buy |
11,856
+5,168
| +77% | +$234K | 0.38% | 28 |
|
|
2018
Q1 | $280K | Hold |
6,688
| – | – | 0.2% | 42 |
|
|
2017
Q4 | $291K | Buy |
+6,688
| New | +$279K | 0.2% | 44 |
|
|
2017
Q3 | – | Sell |
-7,952
| Closed | -$286K | – | 49 |
|
|
2017
Q2 | $286K | Buy |
7,952
+1,252
| +19% | +$46.3K | 0.21% | 46 |
|
|
2017
Q1 | $240K | Sell |
6,700
-136
| -2% | -$4.48K | 0.2% | 45 |
|
|
2016
Q4 | $220K | Buy |
+6,836
| New | +$194K | 0.21% | 46 |
|
Other funds holding AAPL
VCM
VPM
