United Capital Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301M | Sell |
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|
2025
Q1 | $326M | Buy |
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|
2024
Q4 | $361M | Sell |
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|
2024
Q3 | $343M | Sell |
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|
2024
Q2 | $320M | Sell |
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|
2024
Q1 | $298M | Sell |
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|
2023
Q4 | $347M | Sell |
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|
2023
Q3 | $370M | Sell |
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|
2023
Q2 | $458M | Sell |
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|
2023
Q1 | $423M | Sell |
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|
2022
Q4 | $458M | Sell |
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|
2022
Q3 | $500M | Sell |
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|
2022
Q2 | $552M | Buy |
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|
2022
Q1 | $656M | Sell |
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|
2021
Q4 | $699M | Sell |
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|
2021
Q3 | $574M | Sell |
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|
2021
Q2 | $563M | Sell |
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|
2021
Q1 | $509M | Sell |
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|
2020
Q4 | $583M | Sell |
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|
2020
Q3 | $532M | Sell |
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|
2020
Q2 | $455M | Sell |
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|
2020
Q1 | $334M | Sell |
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|
2019
Q4 | $452M | Sell |
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|
2019
Q3 | $345M | Sell |
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|
2019
Q2 | $311M | Buy |
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|
2019
Q1 | $294M | Sell |
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|
2018
Q4 | $254M | Buy |
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|
2018
Q3 | $362M | Sell |
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|
2018
Q2 | $299M | Sell |
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|
2018
Q1 | $290M | Buy |
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|
2017
Q4 | $261M | Sell |
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|
2017
Q3 | $238M | Sell |
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|
2017
Q2 | $223M | Sell |
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|
2017
Q1 | $231M | Sell |
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|
2016
Q4 | $190M | Sell |
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|
2016
Q3 | $187M | Sell |
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|
2016
Q2 | $163M | Sell |
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|
2016
Q1 | $185M | Sell |
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|
2015
Q4 | $185M | Sell |
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|
2015
Q3 | $196M | Buy |
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|
2015
Q2 | $202M | Buy |
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|
2015
Q1 | $201M | Buy |
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|
2014
Q4 | $176M | Buy |
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|
2014
Q3 | $138M | Sell |
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|
2014
Q2 | $129M | Sell |
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|
2014
Q1 | $108M | Buy |
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|
2013
Q4 | $98.7M | Sell |
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|
2013
Q3 | $96.9M | Buy |
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|
2013
Q2 | $79.7M | Buy |
|