A detailed history of Icon Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 49,492 shares of AAPL stock, worth $12.5 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
49,492
Previous 121,154 59.15%
Holding current value
$12.5 Million
Previous $25.5 Million 54.83%
% of portfolio
0.34%
Previous 2.19%

Shares

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

Nov 14, 2024

BUY
$207.23 - $234.82 $15.3 Million - $17.4 Million
73,995 Added 149.51%
123,487 $28.8 Million
Q3 2024

Nov 12, 2024

SELL
$207.23 - $234.82 $14.9 Million - $16.8 Million
-71,662 Reduced 59.15%
49,492 $11.5 Million
Q2 2024

Aug 14, 2024

BUY
$165.0 - $216.67 $7.1 Million - $9.33 Million
43,051 Added 55.12%
121,154 $25.5 Million
Q1 2024

May 15, 2024

BUY
$169.0 - $195.18 $2.92 Million - $3.37 Million
17,251 Added 28.35%
78,103 $13.4 Million
Q4 2023

Feb 14, 2024

SELL
$166.89 - $198.11 $3 Million - $3.56 Million
-17,983 Reduced 22.81%
60,852 $11.7 Million
Q4 2022

Feb 14, 2023

SELL
$126.04 - $155.74 $785,355 - $970,415
-6,231 Reduced 7.32%
78,835 $10.2 Million
Q3 2022

Jan 25, 2023

BUY
$138.2 - $174.55 $11.8 Million - $14.8 Million
85,066 New
85,066 $11.8 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 $4.07T
  • 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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