UW
Unique Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Buy |
22,017
+143
| +0.7% | +$29.3K | 0.73% | 36 |
|
|
2025
Q1 | $4.86M | Sell |
21,874
-1,723
| -7% | -$383K | 0.92% | 29 |
|
|
2024
Q4 | $5.91M | Buy |
23,597
+2,093
| +10% | +$524K | 1.23% | 16 |
|
|
2024
Q3 | $5.01M | Buy |
21,504
+1,951
| +10% | +$455K | 1.15% | 18 |
|
|
2024
Q2 | $4.12M | Buy |
19,553
+1,526
| +8% | +$321K | 1.08% | 20 |
|
|
2024
Q1 | $3.09M | Buy |
18,027
+1,016
| +6% | +$174K | 0.87% | 22 |
|
|
2023
Q4 | $3.28M | Buy |
17,011
+1,755
| +12% | +$338K | 1.06% | 17 |
|
|
2023
Q3 | $2.61M | Buy |
15,256
+2,067
| +16% | +$354K | 1.09% | 18 |
|
|
2023
Q2 | $2.56M | Buy |
13,189
+48
| +0.4% | +$9.31K | 1.12% | 18 |
|
|
2023
Q1 | $2.17M | Buy |
13,141
+119
| +0.9% | +$19.6K | 1.05% | 16 |
|
|
2022
Q4 | $1.69M | Buy |
+13,022
| New | +$1.69M | 0.9% | 17 |
|