Insight Wealth Strategies, LLC Apple Inc. Transaction History

Insight Wealth Strategies, LLC

$699 Million
Q2 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Apple Inc. stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 58,801 shares of AAPL stock, worth $13.4 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

58,801

Previous 60,185 2.3%

Holding current value

$13.4 Million

Previous $10.3 Million 20.0%

% of portfolio

1.77%

Previous 1.53%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	SELL	$165.0 - $216.67 $228,360 - $299,871	-1,384 Reduced 2.3%	58,801 $12.4 Million
Q1 2024 Apr 05, 2024	BUY	$169.0 - $195.18 $3.08 Million - $3.56 Million	18,224 Added 43.43%	60,185 $10.3 Million
Q4 2023 Jan 12, 2024	BUY	$166.89 - $198.11 $820,931 - $974,503	4,919 Added 13.28%	41,961 $8.08 Million
Q3 2023 Oct 13, 2023	BUY	$170.43 - $196.45 $201,789 - $232,596	1,184 Added 3.3%	37,042 $6.34 Million
Q2 2023 Jul 14, 2023	SELL	$160.1 - $193.97 $39,544 - $47,910	-247 Reduced 0.68%	35,858 $6.96 Million
Q1 2023 Apr 06, 2023	BUY	$125.02 - $164.9 $41,631 - $54,911	333 Added 0.93%	36,105 $5.95 Million
Q4 2022 Jan 06, 2023	SELL	$126.04 - $155.74 $3.39 Million - $4.19 Million	-26,914 Reduced 42.93%	35,772 $0
Q2 2022 Jul 01, 2022	SELL	$130.06 - $178.44 $242,691 - $332,969	-1,866 Reduced 2.89%	62,686 $8.57 Million
Q1 2022 Apr 12, 2022	BUY	$150.62 - $182.01 $179,990 - $217,501	1,195 Added 1.89%	64,552 $11.3 Million
Q4 2021 Jan 31, 2022	SELL	$139.14 - $180.33 $48,838 - $63,295	-351 Reduced 0.55%	63,357 $11.3 Million
Q3 2021 Oct 28, 2021	SELL	$137.27 - $156.69 $246,399 - $281,258	-1,795 Reduced 2.74%	63,708 $9.02 Million
Q2 2021 Aug 12, 2021	SELL	$122.77 - $136.96 $1.6 Million - $1.78 Million	-13,006 Reduced 16.57%	65,503 $8.97 Million
Q1 2021 May 12, 2021	BUY	$116.36 - $143.16 $1.08 Million - $1.32 Million	9,253 Added 13.36%	78,509 $9.59 Million
Q4 2020 Feb 05, 2021	BUY	$108.77 - $136.69 $98,871 - $124,251	909 Added 1.33%	69,256 $9.19 Million
Q3 2020 Oct 29, 2020	BUY	$91.03 - $134.18 $4.85 Million - $7.16 Million	53,325 Added 354.98%	68,347 $7.92 Million
Q2 2020 Jul 31, 2020	SELL	$60.23 - $91.63 $146,961 - $223,577	-2,440 Reduced 13.97%	15,022 $5.48 Million
Q1 2020 Apr 21, 2020	SELL	$56.09 - $81.8 $1.28 Million - $1.87 Million	-22,814 Reduced 56.64%	17,462 $4.44 Million
Q4 2019 Feb 21, 2020	BUY	$54.74 - $73.41 $8,813 - $11,819	161 Added 0.4%	40,276 $11.8 Million
Q3 2019 Nov 06, 2019	BUY	$48.33 - $55.99 $209,027 - $242,156	4,325 Added 12.08%	40,115 $8.99 Million
Q2 2019 Aug 06, 2019	BUY	$43.33 - $52.94 $276,445 - $337,757	6,380 Added 21.69%	35,790 $7.08 Million
Q1 2019 Apr 24, 2019	BUY	$35.55 - $48.77 $140,280 - $192,446	3,946 Added 15.5%	29,410 $5.59 Million
Q4 2018 Feb 12, 2019	BUY	$36.71 - $58.02 $934,783 - $1.48 Million	25,464 New	25,464 $4.02 Million

Others Institutions Holding AAPL

# of Institutions

5,679

Shares Held

8.99B

Call Options Held

190M

Put Options Held

167M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.66T
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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Insight Wealth Strategies, LLC Apple Inc. Transaction History