A detailed history of Balboa Wealth Partners transactions in Apple Inc. stock. As of the latest transaction made, Balboa Wealth Partners holds 72,512 shares of AAPL stock, worth $18 Million. This represents 4.34% of its overall portfolio holdings.

Number of Shares
72,512
Previous 76,683 5.44%
Holding current value
$18 Million
Previous $16.2 Million 4.57%
% of portfolio
4.34%
Previous 4.37%

Shares

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

Nov 06, 2024

SELL
$207.23 - $234.82 $864,356 - $979,434
-4,171 Reduced 5.44%
72,512 $16.9 Million
Q2 2024

Aug 13, 2024

BUY
$165.0 - $216.67 $668,085 - $877,296
4,049 Added 5.57%
76,683 $16.2 Million
Q1 2024

May 13, 2024

SELL
$169.0 - $195.18 $1.79 Million - $2.06 Million
-10,569 Reduced 12.7%
72,634 $12.5 Million
Q4 2023

Feb 09, 2024

SELL
$166.89 - $198.11 $396,864 - $471,105
-2,378 Reduced 2.78%
83,203 $16 Million
Q3 2023

Oct 23, 2023

SELL
$170.43 - $196.45 $851,127 - $981,071
-4,994 Reduced 5.51%
85,581 $14.7 Million
Q2 2023

Aug 08, 2023

SELL
$160.1 - $193.97 $125,838 - $152,460
-786 Reduced 0.86%
90,575 $17.6 Million
Q1 2023

May 11, 2023

SELL
$125.02 - $164.9 $974,280 - $1.29 Million
-7,793 Reduced 7.86%
91,361 $15.1 Million
Q4 2022

Feb 14, 2023

SELL
$126.04 - $155.74 $504,286 - $623,115
-4,001 Reduced 3.88%
99,154 $12.9 Million
Q3 2022

Jan 04, 2023

BUY
$138.2 - $174.55 $14.3 Million - $18 Million
103,155 New
103,155 $14.3 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 $3.99T
  • 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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