USWIA
UP Strategic Wealth Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Sell |
23,133
-1,058
| -4% | -$217K | 3.7% | 6 |
|
|
2025
Q1 | $5.37M | Buy |
24,191
+1,083
| +5% | +$241K | 4.78% | 5 |
|
|
2024
Q4 | $5.79M | Buy |
23,108
+3,734
| +19% | +$935K | 5.79% | 4 |
|
|
2024
Q3 | $4.51M | Buy |
19,374
+5,649
| +41% | +$1.32M | 5.05% | 5 |
|
|
2024
Q2 | $2.89M | Buy |
13,725
+714
| +5% | +$150K | 4.38% | 7 |
|
|
2024
Q1 | $2.23M | Sell |
13,011
-125
| -1% | -$21.4K | 3.65% | 7 |
|
|
2023
Q4 | $2.53M | Buy |
+13,136
| New | +$2.53M | 4.61% | 6 |
|