UA
Unison Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Hold |
4,047
| – | – | 0.09% | 103 |
|
|
2025
Q1 | $899K | Buy |
4,047
+1
| +0% | +$222 | 0.11% | 92 |
|
|
2024
Q4 | $1.01M | Hold |
4,046
| – | – | 0.12% | 84 |
|
|
2024
Q3 | $943K | Hold |
4,046
| – | – | 0.11% | 94 |
|
|
2024
Q2 | $852K | Buy |
4,046
+1
| +0% | +$211 | 0.11% | 99 |
|
|
2024
Q1 | $694K | Buy |
4,045
+1,807
| +81% | +$310K | 0.07% | 120 |
|
|
2023
Q4 | $431K | Buy |
2,238
+1
| +0% | +$193 | 0.05% | 153 |
|
|
2023
Q3 | $383K | Buy |
2,237
+275
| +14% | +$47.1K | 0.05% | 157 |
|
|
2023
Q2 | $381K | Hold |
1,962
| – | – | 0.04% | 164 |
|
|
2023
Q1 | $324K | Hold |
1,962
| – | – | 0.04% | 163 |
|
|
2022
Q4 | $255K | Hold |
1,962
| – | – | 0.03% | 172 |
|
|
2022
Q3 | $271K | Hold |
1,962
| – | – | 0.05% | 170 |
|
|
2022
Q2 | $268K | Hold |
1,962
| – | – | 0.07% | 164 |
|
|
2022
Q1 | $343K | Buy |
1,962
+350
| +22% | +$61.2K | 0.08% | 144 |
|
|
2021
Q4 | $286K | Hold |
1,612
| – | – | 0.07% | 161 |
|
|
2021
Q3 | $228K | Buy |
1,612
+2
| +0.1% | +$283 | 0.06% | 176 |
|
|
2021
Q2 | $220K | Buy |
+1,610
| New | +$220K | 0.04% | 172 |
|
|
2021
Q1 | – | Sell |
-1,700
| Closed | -$226K | – | 181 |
|
|
2020
Q4 | $226K | Buy |
+1,700
| New | +$226K | 0.05% | 177 |
|
|
2020
Q1 | – | Sell |
-10,349
| Closed | -$3.04M | – | 139 |
|
|
2019
Q4 | $3.04M | Buy |
10,349
+6
| +0.1% | +$1.76K | 2.19% | 2 |
|
|
2019
Q3 | $2.32M | Buy |
10,343
+38
| +0.4% | +$8.51K | 1.78% | 3 |
|
|
2019
Q2 | $2.04M | Sell |
10,305
-73
| -0.7% | -$14.5K | 1.54% | 5 |
|
|
2019
Q1 | $1.97M | Buy |
10,378
+49
| +0.5% | +$9.31K | 1.46% | 8 |
|
|
2018
Q4 | $1.63M | Buy |
10,329
+33
| +0.3% | +$5.2K | 1.29% | 12 |
|
|
2018
Q3 | $2.32M | Buy |
10,296
+147
| +1% | +$33.2K | 1.63% | 7 |
|
|
2018
Q2 | $1.88M | Buy |
10,149
+37
| +0.4% | +$6.85K | 1.38% | 9 |
|
|
2018
Q1 | $1.7M | Buy |
10,112
+36
| +0.4% | +$6.04K | 1.27% | 14 |
|
|
2017
Q4 | $1.71M | Buy |
+10,076
| New | +$1.71M | 1.24% | 14 |
|