Unified Trust Company’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $8.21M | Sell |
58,013
-169
| -0.3% | -$23.9K | 2.42% | 3 |
|
|
2021
Q2 | $7.97M | Buy |
58,182
+3,080
| +6% | +$422K | 2.36% | 3 |
|
|
2021
Q1 | $6.73M | Buy |
55,102
+5,198
| +10% | +$635K | 2.19% | 3 |
|
|
2020
Q4 | $6.38M | Buy |
49,904
+3,345
| +7% | +$428K | 3.7% | 2 |
|
|
2020
Q3 | $5.39M | Sell |
46,559
-15,413
| -25% | -$1.78M | 3.82% | 2 |
|
|
2020
Q2 | $5.65M | Sell |
61,972
-14,028
| -18% | -$1.28M | 4.25% | 2 |
|
|
2020
Q1 | $4.83M | Sell |
76,000
-24,024
| -24% | -$1.53M | 3.22% | 5 |
|
|
2019
Q4 | $7.34M | Sell |
100,024
-24
| -0% | -$1.76K | 4.56% | 2 |
|
|
2019
Q3 | $5.6M | Sell |
100,048
-1,312
| -1% | -$73.5K | 3.75% | 2 |
|
|
2019
Q2 | $5.02M | Buy |
101,360
+4,056
| +4% | +$201K | 3.49% | 5 |
|
|
2019
Q1 | $4.62M | Buy |
97,304
+24,536
| +34% | +$1.16M | 3.46% | 3 |
|
|
2018
Q4 | $2.87M | Buy |
+72,768
| New | +$2.87M | 2.61% | 13 |
|