Financial & Tax Architects, LLC Apple Inc. Transaction History

Financial & Tax Architects, LLC

$389 Billion
Q3 2024

A detailed history of Financial & Tax Architects, LLC transactions in Apple Inc. stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 11,326 shares of AAPL stock, worth $2.55 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

11,326

Previous 9,392 20.59%

Holding current value

$2.55 Million

Previous $1.98 Billion 33.4%

% of portfolio

0.68%

Previous 0.53%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$207.23 - $234.82 $400,782 - $454,141	1,934 Added 20.59%	11,326 $2.64 Billion
Q2 2024 Aug 09, 2024	BUY	$165.0 - $216.67 $226,050 - $296,837	1,370 Added 17.08%	9,392 $1.98 Billion
Q1 2024 May 08, 2024	BUY	$169.0 - $195.18 $276,315 - $319,119	1,635 Added 25.6%	8,022 $1.38 Billion
Q4 2023 Jan 25, 2024	SELL	$166.89 - $198.11 $98,131 - $116,488	-588 Reduced 8.43%	6,387 $1.23 Billion
Q3 2023 Oct 19, 2023	BUY	$170.43 - $196.45 $268,256 - $309,212	1,574 Added 29.14%	6,975 $1.19 Billion
Q2 2023 Jul 25, 2023	SELL	$160.1 - $193.97 $119,274 - $144,507	-745 Reduced 12.12%	5,401 $1.05 Billion
Q1 2023 Apr 26, 2023	BUY	$125.02 - $164.9 $182,654 - $240,918	1,461 Added 31.18%	6,146 $1.01 Billion
Q4 2022 Feb 09, 2023	BUY	$126.04 - $155.74 $590,497 - $729,641	4,685 New	4,685 $646 Million
Q3 2022 Aug 25, 2023	SELL	$138.2 - $174.55 $56,247 - $71,041	-407 Reduced 7.54%	4,994 $690 Million
Q2 2022 Aug 25, 2023	SELL	$130.06 - $178.44 $227,865 - $312,626	-1,752 Reduced 23.0%	5,864 $802 Million
Q1 2022 Aug 25, 2023	BUY	$150.62 - $182.01 $333,623 - $403,152	2,215 Added 41.01%	7,616 $1.33 Billion
Q4 2021 Aug 25, 2023	BUY	$139.14 - $180.33 $37,985 - $49,230	273 Added 3.41%	8,284 $1.47 Billion
Q3 2021 Aug 25, 2023	BUY	$137.27 - $156.69 $180,235 - $205,733	1,313 Added 19.6%	8,011 $1.13 Billion
Q2 2021 Aug 25, 2023	BUY	$122.77 - $136.96 $42,846 - $47,799	349 Added 5.5%	6,698 $917 Million
Q1 2021 Aug 25, 2023	BUY	$116.36 - $143.16 $110,309 - $135,715	948 Added 17.55%	6,349 $776 Million

Others Institutions Holding AAPL

# of Institutions

5,694

Shares Held

8.8B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.62T
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial & Tax Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial & Tax Architects, LLC with notifications on news.

Account

Financial & Tax Architects, LLC Apple Inc. Transaction History