UCIG
Ulrich Consultants & Investment Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $413K | Buy |
2,129
+128
| +6% | +$24.8K | 1% | 15 |
|
|
2023
Q1 | $330K | Buy |
2,001
+160
| +9% | +$26.4K | 0.69% | 17 |
|
|
2022
Q4 | $239K | Sell |
1,841
-18,211
| -91% | -$2.37M | 0.54% | 21 |
|
|
2022
Q3 | $2.77M | Sell |
20,052
-40
| -0.2% | -$5.53K | 2.14% | 14 |
|
|
2022
Q2 | $2.75M | Buy |
+20,092
| New | +$2.75M | 1.5% | 17 |
|