Univest Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.4M | Sell |
381,955
-15,956
| -4% | -$3.27M | 4.7% | 4 |
|
|
2025
Q1 | $88.4M | Sell |
397,911
-1,770
| -0.4% | -$393K | 5.77% | 3 |
|
|
2024
Q4 | $100M | Sell |
399,681
-3,570
| -0.9% | -$894K | 6.31% | 3 |
|
|
2024
Q3 | $94M | Buy |
403,251
+326,373
| +425% | +$76M | 6.19% | 2 |
|
|
2024
Q2 | $16.2M | Buy |
76,878
+1,066
| +1% | +$225K | 4.5% | 3 |
|
|
2024
Q1 | $13M | Buy |
75,812
+3,105
| +4% | +$532K | 3.66% | 4 |
|
|
2023
Q4 | $14M | Buy |
72,707
+984
| +1% | +$189K | 4.14% | 3 |
|
|
2023
Q3 | $12.3M | Sell |
71,723
-8,205
| -10% | -$1.4M | 4.1% | 3 |
|
|
2023
Q2 | $15.5M | Buy |
79,928
+4,290
| +6% | +$832K | 4.69% | 3 |
|
|
2023
Q1 | $12.5M | Buy |
75,638
+4,719
| +7% | +$778K | 3.89% | 3 |
|
|
2022
Q4 | $9.21M | Sell |
70,919
-1,187
| -2% | -$154K | 2.9% | 7 |
|
|
2022
Q3 | $9.97M | Sell |
72,106
-3,641
| -5% | -$503K | 3.26% | 6 |
|
|
2022
Q2 | $10.4M | Buy |
75,747
+496
| +0.7% | +$67.8K | 3.38% | 5 |
|
|
2022
Q1 | $13.1M | Sell |
75,251
-15,351
| -17% | -$2.68M | 3.7% | 5 |
|
|
2021
Q4 | $16.1M | Sell |
90,602
-1,094
| -1% | -$194K | 4.1% | 4 |
|
|
2021
Q3 | $13M | Sell |
91,696
-1,703
| -2% | -$241K | 3.62% | 6 |
|
|
2021
Q2 | $12.8M | Sell |
93,399
-3,316
| -3% | -$454K | 3.51% | 6 |
|
|
2021
Q1 | $11.8M | Buy |
96,715
+12,854
| +15% | +$1.57M | 3.33% | 6 |
|
|
2020
Q4 | $11.1M | Sell |
83,861
-11,628
| -12% | -$1.54M | 3.23% | 5 |
|
|
2020
Q3 | $11.1M | Sell |
95,489
-4,811
| -5% | -$557K | 3.5% | 4 |
|
|
2020
Q2 | $9.15M | Sell |
100,300
-12,112
| -11% | -$1.1M | 3.02% | 5 |
|
|
2020
Q1 | $7.15M | Sell |
112,412
-18,008
| -14% | -$1.14M | 2.84% | 5 |
|
|
2019
Q4 | $3.78M | Buy |
130,420
+960
| +0.7% | +$27.8K | 1.6% | 17 |
|
|
2019
Q3 | $7.25M | Sell |
129,460
-956
| -0.7% | -$53.5K | 2.32% | 5 |
|
|
2019
Q2 | $6.45M | Buy |
130,416
+452
| +0.3% | +$22.4K | 2.04% | 5 |
|
|
2019
Q1 | $6.17M | Buy |
129,964
+16,344
| +14% | +$776K | 2.02% | 5 |
|
|
2018
Q4 | $4.48M | Sell |
113,620
-9,128
| -7% | -$360K | 1.65% | 12 |
|
|
2018
Q3 | $6.93M | Sell |
122,748
-4,496
| -4% | -$254K | 2.11% | 6 |
|
|
2018
Q2 | $5.89M | Sell |
127,244
-6,136
| -5% | -$284K | 2.36% | 5 |
|
|
2018
Q1 | $5.6M | Sell |
133,380
-3,148
| -2% | -$132K | 2.42% | 4 |
|
|
2017
Q4 | $5.78M | Buy |
136,528
+840
| +0.6% | +$35.5K | 2.33% | 4 |
|
|
2017
Q3 | $5.23M | Buy |
135,688
+1,772
| +1% | +$68.3K | 2.21% | 6 |
|
|
2017
Q2 | $4.82M | Buy |
133,916
+540
| +0.4% | +$19.4K | 2.03% | 5 |
|
|
2017
Q1 | $4.79M | Buy |
133,376
+2,956
| +2% | +$106K | 2.1% | 6 |
|
|
2016
Q4 | $3.78M | Sell |
130,420
-39,976
| -23% | -$1.16M | 1.6% | 17 |
|
|
2016
Q3 | $4.82M | Sell |
170,396
-404
| -0.2% | -$11.4K | 2.18% | 4 |
|
|
2016
Q2 | $4.08M | Sell |
170,800
-12,768
| -7% | -$305K | 1.86% | 6 |
|
|
2016
Q1 | $5M | Buy |
183,568
+14,076
| +8% | +$384K | 2.28% | 4 |
|
|
2015
Q4 | $4.46M | Buy |
169,492
+1,340
| +0.8% | +$35.3K | 2.04% | 5 |
|
|
2015
Q3 | $4.64M | Buy |
168,152
+1,904
| +1% | +$52.5K | 2.27% | 3 |
|
|
2015
Q2 | $5.21M | Sell |
166,248
-10,180
| -6% | -$319K | 2.39% | 3 |
|
|
2015
Q1 | $5.49M | Sell |
176,428
-28,548
| -14% | -$888K | 2.46% | 3 |
|
|
2014
Q4 | $5.66M | Buy |
204,976
+2,460
| +1% | +$67.9K | 2.48% | 3 |
|
|
2014
Q3 | $5.1M | Sell |
202,516
-5,920
| -3% | -$149K | 2.39% | 3 |
|
|
2014
Q2 | $4.84M | Buy |
208,436
+5,324
| +3% | +$124K | 2.28% | 2 |
|
|
2014
Q1 | $3.89M | Buy |
203,112
+10,556
| +5% | +$202K | 1.94% | 6 |
|
|
2013
Q4 | $3.86M | Sell |
192,556
-17,696
| -8% | -$355K | 1.9% | 9 |
|
|
2013
Q3 | $3.58M | Sell |
210,252
-8,288
| -4% | -$141K | 1.91% | 9 |
|
|
2013
Q2 | $3.1M | Buy |
+218,540
| New | +$3.1M | 1.7% | 19 |
|