A detailed history of Phillips Wealth Planners LLC transactions in Apple Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 5,681 shares of AAPL stock, worth $1.32 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
5,681
Previous 5,426 4.7%
Holding current value
$1.32 Million
Previous $1.26 Billion 4.17%
% of portfolio
1.26%
Previous 1.33%

Shares

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

Oct 28, 2024

BUY
$207.23 - $234.82 $52,843 - $59,879
255 Added 4.7%
5,681 $1.32 Billion
Q2 2024

Aug 02, 2024

BUY
$165.0 - $216.67 $110,880 - $145,602
672 Added 14.14%
5,426 $1.26 Billion
Q1 2024

Apr 29, 2024

BUY
$169.0 - $195.18 $69,121 - $79,828
409 Added 9.41%
4,754 $805 Million
Q4 2023

Feb 12, 2024

SELL
$166.89 - $198.11 $168,225 - $199,694
-1,008 Reduced 18.83%
4,345 $820 Million
Q3 2023

Oct 30, 2023

BUY
$170.43 - $196.45 $19,088 - $22,002
112 Added 2.14%
5,353 $939 Million
Q2 2023

Jul 26, 2023

SELL
$160.1 - $193.97 $6,884 - $8,340
-43 Reduced 0.81%
5,241 $1.02 Billion
Q1 2023

May 15, 2023

BUY
$125.02 - $164.9 $660,605 - $871,331
5,284 New
5,284 $896 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 $3.74T
  • 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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