A detailed history of Lodestone Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 33,296 shares of AAPL stock, worth $7.75 Million. This represents 3.88% of its overall portfolio holdings.

Number of Shares
33,296
Previous 34,265 2.83%
Holding current value
$7.75 Million
Previous $7.22 Billion 7.5%
% of portfolio
3.88%
Previous 3.8%

Shares

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

Oct 29, 2024

SELL
$207.23 - $234.82 $200,805 - $227,540
-969 Reduced 2.83%
33,296 $7.76 Billion
Q2 2024

Jul 16, 2024

BUY
$165.0 - $216.67 $12,870 - $16,900
78 Added 0.23%
34,265 $7.22 Billion
Q1 2024

Apr 30, 2024

BUY
$169.0 - $195.18 $51,038 - $58,944
302 Added 0.89%
34,187 $5.86 Billion
Q4 2023

Jan 24, 2024

BUY
$166.89 - $198.11 $39,886 - $47,348
239 Added 0.71%
33,885 $6.52 Billion
Q3 2023

Oct 20, 2023

SELL
$170.43 - $196.45 $13,123 - $15,126
-77 Reduced 0.23%
33,646 $5.76 Billion
Q2 2023

Jul 25, 2023

SELL
$160.1 - $193.97 $110,789 - $134,227
-692 Reduced 2.01%
33,723 $6.54 Billion
Q1 2023

May 15, 2023

SELL
$125.02 - $164.9 $181,028 - $238,775
-1,448 Reduced 4.04%
34,415 $5.67 Billion
Q4 2022

Feb 09, 2023

BUY
$126.04 - $155.74 $4.52 Million - $5.59 Million
35,863 New
35,863 $4.66 Billion

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.74T
  • 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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