A detailed history of Schwallier Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 2,593 shares of AAPL stock, worth $590,503. This represents 0.44% of its overall portfolio holdings.

Number of Shares
2,593
Previous 2,645 1.97%
Holding current value
$590,503
Previous $454 Million 20.43%
% of portfolio
0.44%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$165.0 - $216.67 $8,580 - $11,266
-52 Reduced 1.97%
2,593 $546 Million
Q1 2024

May 14, 2024

SELL
$169.0 - $195.18 $265,837 - $307,018
-1,573 Reduced 37.29%
2,645 $454 Million
Q4 2023

Feb 14, 2024

BUY
$166.89 - $198.11 $703,942 - $835,627
4,218 New
4,218 $812 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 $3.66T
  • 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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