United Advisor Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
70,192
+4,744
| +7% | +$973K | 2.49% | 2 |
|
|
2025
Q1 | $14.5M | Sell |
65,448
-3,537
| -5% | -$786K | 2.98% | 2 |
|
|
2024
Q4 | $17.3M | Buy |
68,985
+1,372
| +2% | +$344K | 3.42% | 1 |
|
|
2024
Q3 | $15.8M | Buy |
67,613
+16,684
| +33% | +$3.89M | 3.56% | 1 |
|
|
2024
Q2 | $10.7M | Buy |
50,929
+2,022
| +4% | +$426K | 3.33% | 2 |
|
|
2024
Q1 | $8.39M | Buy |
+48,907
| New | +$8.39M | 3.15% | 3 |
|