UAML
US Asset Management LLC’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.72M | Sell |
37,628
-59
| -0.2% | -$12.1K | 6.69% | 3 |
|
|
2025
Q1 | $8.37M | Sell |
37,687
-130
| -0.3% | -$28.9K | 7.99% | 1 |
|
|
2024
Q4 | $9.47M | Sell |
37,817
-1,244
| -3% | -$312K | 8.5% | 1 |
|
|
2024
Q3 | $8.79M | Sell |
39,061
-1,770
| -4% | -$398K | 7.77% | 2 |
|
|
2024
Q2 | $8.6M | Sell |
40,831
-1,364
| -3% | -$287K | 7.77% | 2 |
|
|
2024
Q1 | $7.24M | Sell |
42,195
-675
| -2% | -$116K | 6.52% | 2 |
|
|
2023
Q4 | $8.25M | Buy |
+42,870
| New | +$8.25M | 8.16% | 1 |
|
|
2023
Q2 | $8.31M | Sell |
42,834
-949
| -2% | -$184K | 8.78% | 1 |
|
|
2023
Q1 | $7.22M | Sell |
43,783
-192
| -0.4% | -$31.7K | 7.38% | 1 |
|
|
2022
Q4 | $5.71M | Buy |
+43,975
| New | +$5.71M | 6.17% | 1 |
|
|
2022
Q2 | $6.4M | Sell |
46,788
-121
| -0.3% | -$16.5K | 7.02% | 1 |
|
|
2022
Q1 | $8.19M | Sell |
46,909
-1,746
| -4% | -$305K | 7.54% | 1 |
|
|
2021
Q4 | $8.64M | Sell |
48,655
-35
| -0.1% | -$6.22K | 8.27% | 1 |
|
|
2021
Q3 | $6.89M | Buy |
+48,690
| New | +$6.89M | 6.68% | 1 |
|