Unionview LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.57M | Buy |
30,231
+9,435
| +45% | +$2.36M | 5.55% | 7 |
|
|
2024
Q3 | $4.85M | Sell |
20,796
-86
| -0.4% | -$20K | 3.77% | 9 |
|
|
2024
Q2 | $4.4M | Sell |
20,882
-202
| -1% | -$42.5K | 3.59% | 9 |
|
|
2024
Q1 | $3.62M | Buy |
21,084
+66
| +0.3% | +$11.3K | 2.99% | 10 |
|
|
2023
Q4 | $4.05M | Sell |
21,018
-296
| -1% | -$57K | 3.63% | 9 |
|
|
2023
Q3 | $3.65M | Sell |
21,314
-203
| -0.9% | -$34.8K | 3.45% | 10 |
|
|
2023
Q2 | $4.17M | Sell |
21,517
-476
| -2% | -$92.3K | 3.81% | 8 |
|
|
2023
Q1 | $3.63M | Sell |
21,993
-146
| -0.7% | -$24.1K | 3.4% | 9 |
|
|
2022
Q4 | $2.88M | Buy |
22,139
+119
| +0.5% | +$15.5K | 2.88% | 11 |
|
|
2022
Q3 | $3.04M | Hold |
22,020
| – | – | 3.47% | 9 |
|
|
2022
Q2 | $3.01M | Sell |
22,020
-313
| -1% | -$42.8K | 3.36% | 9 |
|
|
2022
Q1 | $3.9M | Sell |
22,333
-167
| -0.7% | -$29.2K | 3.64% | 9 |
|
|
2021
Q4 | $4M | Buy |
+22,500
| New | +$4M | 3.74% | 8 |
|