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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.8M | Buy |
|
|||||
|
2025
Q2 | $5.31M | Buy |
|
|||||
|
2025
Q1 | $5.7M | Sell |
|
|||||
|
2024
Q4 | $7.01M | Buy |
|
|||||
|
2024
Q3 | $6.34M | Buy |
|
|||||
|
2024
Q2 | $5.6M | Buy |
|
|||||
|
2024
Q1 | $4.16M | Buy |
|
|||||
|
2023
Q4 | $4.45M | Buy |
|
|||||
|
2023
Q3 | $3.41M | Buy |
|
|||||
|
2023
Q2 | $3.48M | Buy |
|
|||||
|
2023
Q1 | $2.89M | Buy |
|
|||||
|
2022
Q4 | $2.02M | Sell |
|
|||||
|
2022
Q3 | $2.19M | Buy |
|
|||||
|
2022
Q2 | $1.95M | Buy |
|
|||||
|
2022
Q1 | $1.91M | Buy |
|
|||||
|
2021
Q4 | $1.93M | Buy |
|
|||||
|
2021
Q3 | $1.48M | Buy |
|
|||||
|
2021
Q2 | $1.32M | Sell |
|
|||||
|
2021
Q1 | $1.27M | Buy |
|
|||||
|
2020
Q4 | $1.24M | Buy |
|
|||||
|
2020
Q3 | $953K | Sell |
|
|||||
|
2020
Q2 | $1.03M | Buy |
|
|||||
|
2020
Q1 | $711K | Buy |
|
|||||
|
2019
Q4 | $763K | Sell |
|
|||||
|
2019
Q3 | $781K | Buy |
|
|||||
|
2019
Q2 | $670K | Buy |
|
|||||
|
2019
Q1 | $589K | Buy |
|
|||||
|
2018
Q4 | $452K | Hold |
|
|||||
|
2018
Q3 | $646K | Sell |
|
|||||
|
2018
Q2 | $548K | Buy |
|
|||||
|
2018
Q1 | $280K | Hold |
|
|||||
|
2017
Q4 | $291K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $286K | Buy |
|
|||||
|
2017
Q1 | $240K | Sell |
|
|||||
|
2016
Q4 | $220K | Buy |
|