UCMOK
United Capital Management of KS’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Buy |
79,894
+1,294
| +2% | +$265K | 2.57% | 9 |
|
|
2025
Q1 | $17.5M | Sell |
78,600
-400
| -0.5% | -$88.9K | 3.61% | 4 |
|
|
2024
Q4 | $19.8M | Buy |
79,000
+665
| +0.8% | +$167K | 3.6% | 6 |
|
|
2024
Q3 | $18.3M | Sell |
78,335
-14,809
| -16% | -$3.45M | 3.97% | 4 |
|
|
2024
Q2 | $19.6M | Buy |
93,144
+2,336
| +3% | +$492K | 4.33% | 4 |
|
|
2024
Q1 | $15.6M | Buy |
90,808
+1,790
| +2% | +$307K | 3.57% | 6 |
|
|
2023
Q4 | $17.1M | Sell |
89,018
-472
| -0.5% | -$90.9K | 5.18% | 2 |
|
|
2023
Q3 | $15.3M | Sell |
89,490
-606
| -0.7% | -$104K | 5.21% | 2 |
|
|
2023
Q2 | $17.5M | Sell |
90,096
-1,740
| -2% | -$338K | 5.6% | 3 |
|
|
2023
Q1 | $15.1M | Buy |
91,836
+3,865
| +4% | +$637K | 5.64% | 2 |
|
|
2022
Q4 | $11.4M | Buy |
87,971
+319
| +0.4% | +$41.4K | 4.72% | 2 |
|
|
2022
Q3 | $12.1M | Sell |
87,652
-584
| -0.7% | -$80.7K | 5.67% | 1 |
|
|
2022
Q2 | $12.1M | Sell |
88,236
-1,051
| -1% | -$144K | 5.67% | 1 |
|
|
2022
Q1 | $15.6M | Buy |
89,287
+2,221
| +3% | +$388K | 6.05% | 1 |
|
|
2021
Q4 | $15.5M | Buy |
87,066
+306
| +0.4% | +$54.3K | 5.77% | 1 |
|
|
2021
Q3 | $12.3M | Buy |
86,760
+721
| +0.8% | +$102K | 5.03% | 1 |
|
|
2021
Q2 | $11.8M | Buy |
86,039
+1,877
| +2% | +$257K | 4.81% | 1 |
|
|
2021
Q1 | $10.3M | Sell |
84,162
-22,283
| -21% | -$2.72M | 4.72% | 1 |
|
|
2020
Q4 | $14.1M | Sell |
106,445
-1,449
| -1% | -$192K | 6.45% | 1 |
|
|
2020
Q3 | $12.5M | Buy |
107,894
+81,401
| +307% | +$9.43M | 6.55% | 1 |
|
|
2020
Q2 | $9.67M | Buy |
26,493
+519
| +2% | +$189K | 5.64% | 1 |
|
|
2020
Q1 | $6.61M | Buy |
25,974
+2,013
| +8% | +$512K | 5.56% | 1 |
|
|
2019
Q4 | $7.04M | Buy |
23,961
+391
| +2% | +$115K | 4.45% | 2 |
|
|
2019
Q3 | $5.35M | Buy |
23,570
+490
| +2% | +$111K | 3.91% | 2 |
|
|
2019
Q2 | $4.65M | Buy |
23,080
+1,525
| +7% | +$307K | 3.52% | 3 |
|
|
2019
Q1 | $4.47M | Buy |
21,555
+2,582
| +14% | +$535K | 3.5% | 3 |
|
|
2018
Q4 | $2.99M | Buy |
18,973
+1,298
| +7% | +$205K | 2.78% | 6 |
|
|
2018
Q3 | $3.86M | Buy |
+17,675
| New | +$3.86M | 3.1% | 4 |
|