UCFA
United Capital Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301M | Sell |
1,468,466
-1,036
| -0.1% | -$213K | 2.43% | 6 |
|
|
2025
Q1 | $326M | Buy |
1,469,502
+27,402
| +2% | +$6.09M | 2.79% | 5 |
|
|
2024
Q4 | $361M | Sell |
1,442,100
-31,320
| -2% | -$7.84M | 3.05% | 4 |
|
|
2024
Q3 | $343M | Sell |
1,473,420
-44,550
| -3% | -$10.4M | 2.83% | 4 |
|
|
2024
Q2 | $320M | Sell |
1,517,970
-221,523
| -13% | -$46.7M | 2.75% | 4 |
|
|
2024
Q1 | $298M | Sell |
1,739,493
-61,240
| -3% | -$10.5M | 2.46% | 5 |
|
|
2023
Q4 | $347M | Sell |
1,800,733
-358,567
| -17% | -$69M | 2.88% | 4 |
|
|
2023
Q3 | $370M | Sell |
2,159,300
-202,671
| -9% | -$34.7M | 2.42% | 5 |
|
|
2023
Q2 | $458M | Sell |
2,361,971
-201,691
| -8% | -$39.1M | 2.5% | 6 |
|
|
2023
Q1 | $423M | Sell |
2,563,662
-962,502
| -27% | -$159M | 2.36% | 7 |
|
|
2022
Q4 | $458M | Sell |
3,526,164
-88,312
| -2% | -$11.5M | 2.57% | 6 |
|
|
2022
Q3 | $500M | Sell |
3,614,476
-421,746
| -10% | -$58.3M | 2.95% | 6 |
|
|
2022
Q2 | $552M | Buy |
4,036,222
+276,974
| +7% | +$37.9M | 3.03% | 6 |
|
|
2022
Q1 | $656M | Sell |
3,759,248
-179,656
| -5% | -$31.4M | 3.19% | 4 |
|
|
2021
Q4 | $699M | Sell |
3,938,904
-119,048
| -3% | -$21.1M | 3.22% | 4 |
|
|
2021
Q3 | $574M | Sell |
4,057,952
-52,436
| -1% | -$7.42M | 2.87% | 6 |
|
|
2021
Q2 | $563M | Sell |
4,110,388
-60,621
| -1% | -$8.3M | 2.84% | 6 |
|
|
2021
Q1 | $509M | Sell |
4,171,009
-223,050
| -5% | -$27.2M | 2.82% | 6 |
|
|
2020
Q4 | $583M | Sell |
4,394,059
-195,961
| -4% | -$26M | 3.51% | 2 |
|
|
2020
Q3 | $532M | Buy |
4,590,020
+3,341,911
| +268% | +$387M | 3.47% | 2 |
|
|
2020
Q2 | $455M | Sell |
1,248,109
-64,715
| -5% | -$23.6M | 3.31% | 3 |
|
|
2020
Q1 | $334M | Sell |
1,312,824
-227,010
| -15% | -$57.7M | 2.76% | 3 |
|
|
2019
Q4 | $452M | Sell |
1,539,834
-746
| -0% | -$219K | 2.92% | 3 |
|
|
2019
Q3 | $345M | Sell |
1,540,580
-32,532
| -2% | -$7.29M | 2.41% | 5 |
|
|
2019
Q2 | $311M | Buy |
1,573,112
+24,288
| +2% | +$4.81M | 2.04% | 7 |
|
|
2019
Q1 | $294M | Sell |
1,548,824
-58,959
| -4% | -$11.2M | 2.07% | 7 |
|
|
2018
Q4 | $254M | Buy |
1,607,783
+6,305
| +0.4% | +$995K | 2.01% | 8 |
|
|
2018
Q3 | $362M | Sell |
1,601,478
-13,481
| -0.8% | -$3.04M | 2.54% | 3 |
|
|
2018
Q2 | $299M | Sell |
1,614,959
-116,144
| -7% | -$21.5M | 2.23% | 7 |
|
|
2018
Q1 | $290M | Buy |
1,731,103
+203,904
| +13% | +$34.2M | 2.21% | 5 |
|
|
2017
Q4 | $261M | Sell |
1,527,199
-14,440
| -0.9% | -$2.47M | 2.06% | 7 |
|
|
2017
Q3 | $238M | Sell |
1,541,639
-10,117
| -0.7% | -$1.56M | 2.01% | 7 |
|
|
2017
Q2 | $223M | Sell |
1,551,756
-55,709
| -3% | -$8.02M | 2% | 7 |
|
|
2017
Q1 | $231M | Sell |
1,607,465
-37,272
| -2% | -$5.35M | 2.15% | 4 |
|
|
2016
Q4 | $190M | Sell |
1,644,737
-8,153
| -0.5% | -$944K | 1.85% | 8 |
|
|
2016
Q3 | $187M | Sell |
1,652,890
-44,354
| -3% | -$5.01M | 1.81% | 6 |
|
|
2016
Q2 | $163M | Sell |
1,697,244
-2,334
| -0.1% | -$224K | 1.66% | 7 |
|
|
2016
Q1 | $185M | Sell |
1,699,578
-53,632
| -3% | -$5.85M | 2.04% | 5 |
|
|
2015
Q4 | $185M | Sell |
1,753,210
-25,191
| -1% | -$2.65M | 2.12% | 4 |
|
|
2015
Q3 | $196M | Buy |
1,778,401
+169,285
| +11% | +$18.7M | 2.36% | 4 |
|
|
2015
Q2 | $202M | Buy |
1,609,116
+2,954
| +0.2% | +$371K | 2.34% | 3 |
|
|
2015
Q1 | $201M | Buy |
1,606,162
+14,578
| +0.9% | +$1.82M | 2.46% | 1 |
|
|
2014
Q4 | $176M | Buy |
1,591,584
+226,057
| +17% | +$25M | 2.63% | 1 |
|
|
2014
Q3 | $138M | Sell |
1,365,527
-26,041
| -2% | -$2.62M | 2.39% | 1 |
|
|
2014
Q2 | $129M | Buy |
1,391,568
+1,191,210
| +595% | +$111M | 2.4% | 1 |
|
|
2014
Q1 | $108M | Buy |
200,358
+24,449
| +14% | +$13.1M | 2.29% | 1 |
|
|
2013
Q4 | $98.7M | Sell |
175,909
-27,418
| -13% | -$15.4M | 3.36% | 1 |
|
|
2013
Q3 | $96.9M | Buy |
203,327
+2,306
| +1% | +$1.1M | 3.09% | 1 |
|
|
2013
Q2 | $79.7M | Buy |
+201,021
| New | +$79.7M | 2.12% | 1 |
|