A detailed history of United Asset Strategies, Inc. transactions in Apple Inc. stock. As of the latest transaction made, United Asset Strategies, Inc. holds 185,643 shares of AAPL stock, worth $47.9 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares
185,643
Previous 160,642 15.56%
Holding current value
$47.9 Million
Previous $33.8 Million 27.79%
% of portfolio
4.05%
Previous 3.35%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$207.23 - $234.82 $5.18 Million - $5.87 Million
25,001 Added 15.56%
185,643 $43.2 Million
Q2 2024

Aug 01, 2024

BUY
$165.0 - $216.67 $1.53 Million - $2.01 Million
9,272 Added 6.13%
160,642 $33.8 Million
Q1 2024

Apr 23, 2024

SELL
$169.0 - $195.18 $788,554 - $910,709
-4,666 Reduced 2.99%
151,370 $26 Million
Q4 2023

Jan 30, 2024

BUY
$166.89 - $198.11 $1.63 Million - $1.94 Million
9,795 Added 6.7%
156,036 $30 Million
Q3 2023

Nov 07, 2023

BUY
$170.43 - $196.45 $74,989 - $86,438
440 Added 0.3%
146,241 $25 Million
Q2 2023

Jul 25, 2023

BUY
$160.1 - $193.97 $11,847 - $14,353
74 Added 0.05%
145,801 $28.3 Million
Q1 2023

Apr 25, 2023

BUY
$125.02 - $164.9 $25,504 - $33,639
204 Added 0.14%
145,727 $24 Million
Q4 2022

Jan 26, 2023

BUY
$126.04 - $155.74 $305,142 - $377,046
2,421 Added 1.69%
145,523 $0
Q3 2022

Oct 24, 2022

BUY
$138.2 - $174.55 $150,638 - $190,259
1,090 Added 0.77%
143,102 $19.8 Million
Q2 2022

Aug 15, 2022

BUY
$130.06 - $178.44 $575,255 - $789,240
4,423 Added 3.21%
142,012 $19.4 Million
Q1 2022

Apr 29, 2022

BUY
$150.62 - $182.01 $1.49 Million - $1.8 Million
9,870 Added 7.73%
137,589 $24 Million
Q4 2021

Jan 31, 2022

BUY
$139.14 - $180.33 $292,194 - $378,693
2,100 Added 1.67%
127,719 $22.7 Million
Q3 2021

Oct 21, 2021

SELL
$137.27 - $156.69 $157,174 - $179,410
-1,145 Reduced 0.9%
125,619 $17.8 Million
Q2 2021

Jul 19, 2021

BUY
$122.77 - $136.96 $312,081 - $348,152
2,542 Added 2.05%
126,764 $17.4 Million
Q1 2021

Apr 27, 2021

BUY
$116.36 - $143.16 $494,530 - $608,430
4,250 Added 3.54%
124,222 $15.2 Million
Q4 2020

Feb 05, 2021

BUY
$108.77 - $136.69 $146,295 - $183,848
1,345 Added 1.13%
119,972 $15.9 Million
Q3 2020

Nov 03, 2020

BUY
$91.03 - $134.18 $7.74 Million - $11.4 Million
85,021 Added 252.99%
118,627 $13.7 Million
Q2 2020

Aug 03, 2020

BUY
$60.23 - $91.63 $38,486 - $58,551
639 Added 1.94%
33,606 $12.3 Million
Q1 2020

May 08, 2020

SELL
$56.09 - $81.8 $793,000 - $1.16 Million
-14,138 Reduced 30.01%
32,967 $8.38 Million
Q4 2019

Feb 12, 2020

SELL
$54.74 - $73.41 $201,497 - $270,222
-3,681 Reduced 7.25%
47,105 $13.8 Million
Q3 2019

Nov 01, 2019

BUY
$48.33 - $55.99 $160,020 - $185,382
3,311 Added 6.97%
50,786 $11.4 Million
Q2 2019

Jul 31, 2019

SELL
$43.33 - $52.94 $55,072 - $67,286
-1,271 Reduced 2.61%
47,475 $9.4 Million
Q1 2019

May 02, 2019

SELL
$35.55 - $48.77 $8,176 - $11,217
-230 Reduced 0.47%
48,746 $9.26 Million
Q4 2018

Feb 11, 2019

BUY
$36.71 - $58.02 $71,107 - $112,384
1,937 Added 4.12%
48,976 $7.73 Million
Q3 2018

Nov 07, 2018

BUY
$45.98 - $57.09 $9,471 - $11,760
206 Added 0.44%
47,039 $10.6 Million
Q2 2018

Aug 07, 2018

SELL
$40.58 - $48.49 $26,945 - $32,197
-664 Reduced 1.4%
46,833 $8.67 Million
Q1 2018

May 14, 2018

SELL
$38.79 - $45.43 $892 - $1,044
-23 Reduced 0.05%
47,497 $7.97 Million
Q4 2017

Feb 09, 2018

BUY
$38.37 - $44.1 $80,270 - $92,257
2,092 Added 4.61%
47,520 $8.04 Million
Q3 2017

Nov 02, 2017

BUY
$37.18 - $41.01 $1.69 Million - $1.86 Million
45,428
45,428 $7 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.15T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
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