Union Savings Bank’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Sell |
21,520
-417
| -2% | -$86.6K | 2.05% | 8 |
|
|
2025
Q1 | $4.87M | Sell |
21,937
-356
| -2% | -$79.1K | 2.38% | 7 |
|
|
2024
Q4 | $5.58M | Sell |
22,293
-649
| -3% | -$163K | 2.75% | 7 |
|
|
2024
Q3 | $5.35M | Sell |
22,942
-96
| -0.4% | -$22.4K | 2.62% | 7 |
|
|
2024
Q2 | $4.85M | Sell |
23,038
-1,147
| -5% | -$242K | 2.55% | 7 |
|
|
2024
Q1 | $4.15M | Buy |
24,185
+123
| +0.5% | +$21.1K | 2.17% | 8 |
|
|
2023
Q4 | $4.63M | Sell |
24,062
-955
| -4% | -$184K | 2.63% | 7 |
|
|
2023
Q3 | $4.28M | Buy |
25,017
+384
| +2% | +$65.7K | 2.67% | 6 |
|
|
2023
Q2 | $4.84M | Buy |
+24,633
| New | +$4.84M | 2.89% | 6 |
|