UFA
US Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.63M | Buy |
38,873
+24,817
| +177% | +$5.51M | 2.55% | 14 |
|
|
2024
Q4 | $3.52M | Buy |
14,056
+376
| +3% | +$94.2K | 1.08% | 26 |
|
|
2024
Q3 | $3.19M | Sell |
13,680
-856
| -6% | -$199K | 0.99% | 28 |
|
|
2024
Q2 | $3.06M | Sell |
14,536
-520
| -3% | -$110K | 1.03% | 27 |
|
|
2024
Q1 | $2.58M | Buy |
15,056
+229
| +2% | +$39.3K | 0.89% | 25 |
|
|
2023
Q4 | $2.85M | Buy |
14,827
+1,148
| +8% | +$221K | 1.06% | 26 |
|
|
2023
Q3 | $2.34M | Sell |
13,679
-613
| -4% | -$105K | 0.97% | 26 |
|
|
2023
Q2 | $2.77M | Sell |
14,292
-100
| -0.7% | -$19.4K | 1.18% | 24 |
|
|
2023
Q1 | $2.37M | Buy |
14,392
+380
| +3% | +$62.7K | 1.06% | 25 |
|
|
2022
Q4 | $1.82M | Buy |
14,012
+1,124
| +9% | +$146K | 0.91% | 26 |
|
|
2022
Q3 | $1.78M | Buy |
12,888
+1,471
| +13% | +$203K | 1% | 25 |
|
|
2022
Q2 | $1.56M | Hold |
11,417
| – | – | 0.88% | 23 |
|
|
2022
Q1 | $1.99M | Hold |
11,417
| – | – | 0.96% | 22 |
|
|
2021
Q4 | $2.03M | Buy |
11,417
+637
| +6% | +$113K | 0.92% | 21 |
|
|
2021
Q3 | $1.53M | Hold |
10,780
| – | – | 0.76% | 24 |
|
|
2021
Q2 | $1.48M | Sell |
10,780
-5,786
| -35% | -$792K | 0.72% | 24 |
|
|
2021
Q1 | $2.02M | Sell |
16,566
-783
| -5% | -$95.7K | 0.56% | 40 |
|
|
2020
Q4 | $2.3M | Buy |
+17,349
| New | +$2.3M | 0.69% | 33 |
|
|
2016
Q2 | $216K | Hold |
1,978
| – | – | 0.43% | 42 |
|
|
2016
Q1 | $216K | Sell |
1,978
-5,417
| -73% | -$592K | 0.38% | 41 |
|
|
2015
Q4 | $779K | Buy |
7,395
+2,389
| +48% | +$252K | 0.74% | 24 |
|
|
2015
Q3 | $552K | Buy |
5,006
+1,213
| +32% | +$134K | 0.92% | 21 |
|
|
2015
Q2 | $476K | Sell |
3,793
-2,700
| -42% | -$339K | 0.45% | 29 |
|
|
2015
Q1 | $808K | Buy |
6,493
+21
| +0.3% | +$2.61K | 0.73% | 21 |
|
|
2014
Q4 | $714K | Buy |
+6,472
| New | +$714K | 0.64% | 25 |
|