UAS
United Asset Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.3M | Buy |
225,522
+43,406
| +24% | +$8.91M | 3.95% | 4 |
|
|
2025
Q1 | $40.5M | Buy |
182,116
+7,880
| +5% | +$1.75M | 3.76% | 1 |
|
|
2024
Q4 | $43.6M | Sell |
174,236
-11,407
| -6% | -$2.86M | 4% | 2 |
|
|
2024
Q3 | $43.3M | Buy |
185,643
+25,001
| +16% | +$5.83M | 4.03% | 2 |
|
|
2024
Q2 | $33.8M | Buy |
160,642
+9,272
| +6% | +$1.95M | 3.34% | 5 |
|
|
2024
Q1 | $26M | Sell |
151,370
-4,666
| -3% | -$800K | 2.59% | 6 |
|
|
2023
Q4 | $30M | Buy |
156,036
+9,795
| +7% | +$1.89M | 3.37% | 3 |
|
|
2023
Q3 | $25M | Buy |
146,241
+440
| +0.3% | +$75.3K | 3.24% | 3 |
|
|
2023
Q2 | $28.3M | Buy |
145,801
+74
| +0.1% | +$14.4K | 3.53% | 3 |
|
|
2023
Q1 | $24M | Buy |
145,727
+204
| +0.1% | +$33.6K | 3.17% | 3 |
|
|
2022
Q4 | $18.9M | Buy |
145,523
+2,421
| +2% | +$315K | 2.64% | 3 |
|
|
2022
Q3 | $19.8M | Buy |
143,102
+1,090
| +0.8% | +$151K | 3.04% | 4 |
|
|
2022
Q2 | $19.4M | Buy |
142,012
+4,423
| +3% | +$605K | 2.83% | 4 |
|
|
2022
Q1 | $24M | Buy |
137,589
+9,870
| +8% | +$1.72M | 3.06% | 4 |
|
|
2021
Q4 | $22.7M | Buy |
127,719
+2,100
| +2% | +$373K | 2.7% | 4 |
|
|
2021
Q3 | $17.8M | Sell |
125,619
-1,145
| -0.9% | -$162K | 2.29% | 7 |
|
|
2021
Q2 | $17.4M | Buy |
126,764
+2,542
| +2% | +$348K | 2.31% | 4 |
|
|
2021
Q1 | $15.2M | Buy |
124,222
+4,250
| +4% | +$519K | 2.2% | 6 |
|
|
2020
Q4 | $15.9M | Buy |
119,972
+1,345
| +1% | +$178K | 2.5% | 5 |
|
|
2020
Q3 | $13.7M | Buy |
118,627
+85,021
| +253% | +$9.85M | 2.53% | 4 |
|
|
2020
Q2 | $12.3M | Buy |
33,606
+639
| +2% | +$233K | 2.42% | 6 |
|
|
2020
Q1 | $8.38M | Sell |
32,967
-14,138
| -30% | -$3.6M | 2.08% | 10 |
|
|
2019
Q4 | $13.8M | Sell |
47,105
-3,681
| -7% | -$1.08M | 2.69% | 3 |
|
|
2019
Q3 | $11.4M | Buy |
50,786
+3,311
| +7% | +$742K | 2.49% | 4 |
|
|
2019
Q2 | $9.4M | Sell |
47,475
-1,271
| -3% | -$252K | 2.16% | 9 |
|
|
2019
Q1 | $9.26M | Sell |
48,746
-230
| -0.5% | -$43.7K | 2.18% | 9 |
|
|
2018
Q4 | $7.73M | Buy |
48,976
+1,937
| +4% | +$306K | 2.11% | 10 |
|
|
2018
Q3 | $10.6M | Buy |
47,039
+206
| +0.4% | +$46.5K | 2.5% | 5 |
|
|
2018
Q2 | $8.67M | Sell |
46,833
-664
| -1% | -$123K | 2.29% | 6 |
|
|
2018
Q1 | $7.97M | Sell |
47,497
-23
| -0% | -$3.86K | 2.35% | 6 |
|
|
2017
Q4 | $8.04M | Buy |
47,520
+2,092
| +5% | +$354K | 2.16% | 10 |
|
|
2017
Q3 | $7M | Sell |
45,428
-8,683
| -16% | -$1.34M | 3.97% | 2 |
|
|
2017
Q2 | $7.79M | Sell |
54,111
-29,496
| -35% | -$4.25M | 2.31% | 8 |
|
|
2017
Q1 | $12M | Sell |
83,607
-34,048
| -29% | -$4.89M | 3.66% | 3 |
|
|
2016
Q4 | $13.6M | Buy |
117,655
+33,139
| +39% | +$3.84M | 4.44% | 2 |
|
|
2016
Q3 | $9.55M | Buy |
84,516
+1,102
| +1% | +$125K | 3.35% | 3 |
|
|
2016
Q2 | $7.97M | Buy |
83,414
+14,696
| +21% | +$1.4M | 2.99% | 4 |
|
|
2016
Q1 | $7.49M | Buy |
68,718
+52,127
| +314% | +$5.68M | 3.34% | 3 |
|
|
2015
Q4 | $1.75M | Sell |
16,591
-14,192
| -46% | -$1.49M | 0.76% | 42 |
|
|
2015
Q3 | $3.38M | Buy |
30,783
+2,263
| +8% | +$249K | 1.56% | 25 |
|
|
2015
Q2 | $3.58M | Buy |
28,520
+164
| +0.6% | +$20.6K | 1.6% | 20 |
|
|
2015
Q1 | $3.55M | Buy |
28,356
+1,349
| +5% | +$169K | 1.65% | 22 |
|
|
2014
Q4 | $2.98M | Sell |
27,007
-181
| -0.7% | -$20K | 1.27% | 31 |
|
|
2014
Q3 | $2.74M | Buy |
27,188
+791
| +3% | +$79.7K | 1.23% | 32 |
|
|
2014
Q2 | $2.45M | Buy |
26,397
+22,765
| +627% | +$2.12M | 1.19% | 34 |
|
|
2014
Q1 | $1.95M | Buy |
3,632
+3,000
| +475% | +$1.61M | 1.1% | 32 |
|
|
2013
Q4 | $354K | Sell |
632
-7
| -1% | -$3.92K | 0.24% | 72 |
|
|
2013
Q3 | $305K | Sell |
639
-5,082
| -89% | -$2.43M | 0.19% | 80 |
|
|
2013
Q2 | $2.27M | Buy |
+5,721
| New | +$2.27M | 1.5% | 24 |
|