UWM
USAdvisors Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Sell |
3,352
-572
| -15% | -$117K | 0.26% | 69 |
|
|
2025
Q1 | $871K | Buy |
3,924
+131
| +3% | +$29.1K | 0.3% | 67 |
|
|
2024
Q4 | $950K | Sell |
3,793
-339
| -8% | -$84.9K | 0.31% | 68 |
|
|
2024
Q3 | $941K | Sell |
4,132
-497
| -11% | -$113K | 0.33% | 67 |
|
|
2024
Q2 | $975K | Buy |
4,629
+132
| +3% | +$27.8K | 0.34% | 59 |
|
|
2024
Q1 | $779K | Sell |
4,497
-148
| -3% | -$25.6K | 0.29% | 73 |
|
|
2023
Q4 | $894K | Sell |
4,645
-452
| -9% | -$87K | 0.37% | 64 |
|
|
2023
Q3 | $872K | Buy |
5,097
+855
| +20% | +$146K | 0.39% | 62 |
|
|
2023
Q2 | $818K | Sell |
4,242
-565
| -12% | -$109K | 0.39% | 66 |
|
|
2023
Q1 | $793K | Buy |
4,807
+327
| +7% | +$53.9K | 0.38% | 66 |
|
|
2022
Q4 | $582K | Sell |
4,480
-506
| -10% | -$65.7K | 0.28% | 73 |
|
|
2022
Q3 | $689K | Sell |
4,986
-228
| -4% | -$31.5K | 0.35% | 67 |
|
|
2022
Q2 | $713K | Sell |
5,214
-929
| -15% | -$127K | 0.36% | 65 |
|
|
2022
Q1 | $1.07M | Sell |
6,143
-411
| -6% | -$71.8K | 0.46% | 57 |
|
|
2021
Q4 | $1.16M | Buy |
6,554
+230
| +4% | +$40.8K | 0.47% | 46 |
|
|
2021
Q3 | $895K | Buy |
6,324
+94
| +2% | +$13.3K | 0.39% | 57 |
|
|
2021
Q2 | $853K | Buy |
6,230
+155
| +3% | +$21.2K | 0.46% | 52 |
|
|
2021
Q1 | $742K | Buy |
6,075
+2,445
| +67% | +$299K | 0.36% | 58 |
|
|
2020
Q4 | $481K | Buy |
3,630
+216
| +6% | +$28.6K | 0.23% | 61 |
|
|
2020
Q3 | $388 | Buy |
3,414
+2,611
| +325% | +$297 | 0.06% | 54 |
|
|
2020
Q2 | $293K | Buy |
803
+12
| +2% | +$4.38K | 0.16% | 60 |
|
|
2020
Q1 | $201K | Buy |
+791
| New | +$201K | 0.12% | 68 |
|
|
2018
Q3 | – | Sell |
-2,257
| Closed | -$417K | – | 66 |
|
|
2018
Q2 | $417K | Sell |
2,257
-902
| -29% | -$167K | 0.32% | 39 |
|
|
2018
Q1 | $529K | Sell |
3,159
-509
| -14% | -$85.2K | 0.42% | 31 |
|
|
2017
Q4 | $621K | Buy |
+3,668
| New | +$621K | 0.53% | 21 |
|