UFA
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Uptown Financial Advisors’s Apple AAPL Stock Holding History

Uptown Financial Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$320K Sell
1,559
-162
-9% -$33.3K 0.27% 50
2025
Q1 		$383K Buy
1,721
+176
+11% +$39.1K 0.39% 37
2024
Q4 		$387K Buy
+1,545
New +$387K 0.42% 36