UBG
United Bank (Georgia)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.38M | Buy |
45,732
+4,901
| +12% | +$1.01M | 3.59% | 4 |
|
|
2025
Q1 | $9.07M | Sell |
40,831
-3,429
| -8% | -$762K | 3.75% | 2 |
|
|
2024
Q4 | $11.1M | Buy |
44,260
+596
| +1% | +$149K | 4.68% | 2 |
|
|
2024
Q3 | $10.2M | Sell |
43,664
-374
| -0.8% | -$87.1K | 4.69% | 2 |
|
|
2024
Q2 | $9.28M | Sell |
44,038
-272
| -0.6% | -$57.3K | 4.63% | 3 |
|
|
2024
Q1 | $7.6M | Buy |
44,310
+916
| +2% | +$157K | 3.86% | 3 |
|
|
2023
Q4 | $8.35M | Sell |
43,394
-198
| -0.5% | -$38.1K | 4.61% | 3 |
|
|
2023
Q3 | $7.46M | Sell |
43,592
-116
| -0.3% | -$19.9K | 4.46% | 3 |
|
|
2023
Q2 | $8.48M | Sell |
43,708
-2,122
| -5% | -$412K | 4.83% | 3 |
|
|
2023
Q1 | $7.56M | Sell |
45,830
-1,757
| -4% | -$290K | 4.43% | 3 |
|
|
2022
Q4 | $6.18M | Buy |
47,587
+734
| +2% | +$95.4K | 3.79% | 3 |
|
|
2022
Q3 | $6.48M | Buy |
46,853
+338
| +0.7% | +$46.7K | 4.31% | 3 |
|
|
2022
Q2 | $6.36M | Buy |
46,515
+3,019
| +7% | +$413K | 3.95% | 3 |
|
|
2022
Q1 | $7.6M | Sell |
43,496
-212
| -0.5% | -$37K | 4.03% | 4 |
|
|
2021
Q4 | $7.76M | Sell |
43,708
-240
| -0.5% | -$42.6K | 4.16% | 3 |
|
|
2021
Q3 | $6.22M | Buy |
43,948
+747
| +2% | +$106K | 3.94% | 3 |
|
|
2021
Q2 | $5.92M | Sell |
43,201
-1,742
| -4% | -$239K | 3.99% | 2 |
|
|
2021
Q1 | $5.49M | Buy |
44,943
+485
| +1% | +$59.2K | 3.85% | 3 |
|
|
2020
Q4 | $5.9M | Buy |
44,458
+788
| +2% | +$105K | 4.22% | 2 |
|
|
2020
Q3 | $5.06M | Buy |
43,670
+32,962
| +308% | +$3.82M | 4.22% | 2 |
|
|
2020
Q2 | $3.91M | Sell |
10,708
-1,070
| -9% | -$390K | 3.68% | 3 |
|
|
2020
Q1 | $3M | Sell |
11,778
-2,860
| -20% | -$727K | 3.09% | 3 |
|
|
2019
Q4 | $4.3M | Buy |
14,638
+239
| +2% | +$70.2K | 2.91% | 4 |
|
|
2019
Q3 | $3.23M | Buy |
14,399
+193
| +1% | +$43.2K | 2.39% | 8 |
|
|
2019
Q2 | $2.81M | Sell |
14,206
-1,415
| -9% | -$280K | 2.2% | 10 |
|
|
2019
Q1 | $2.97M | Buy |
15,621
+977
| +7% | +$186K | 2.36% | 7 |
|
|
2018
Q4 | $2.31M | Sell |
14,644
-465
| -3% | -$73.4K | 2.13% | 11 |
|
|
2018
Q3 | $3.41M | Sell |
15,109
-284
| -2% | -$64.1K | 2.7% | 5 |
|
|
2018
Q2 | $2.85M | Buy |
15,393
+94
| +0.6% | +$17.4K | 2.45% | 9 |
|
|
2018
Q1 | $2.57M | Sell |
15,299
-613
| -4% | -$103K | 2.33% | 9 |
|
|
2017
Q4 | $2.69M | Sell |
15,912
-662
| -4% | -$112K | 2.3% | 10 |
|
|
2017
Q3 | $2.55M | Sell |
16,574
-743
| -4% | -$114K | 2.39% | 10 |
|
|
2017
Q2 | $2.49M | Sell |
17,317
-640
| -4% | -$92.2K | 2.31% | 11 |
|
|
2017
Q1 | $2.58M | Sell |
17,957
-1,141
| -6% | -$164K | 2.45% | 10 |
|
|
2016
Q4 | $2.21M | Buy |
+19,098
| New | +$2.21M | 2.26% | 11 |
|