A detailed history of National Wealth Management Group, LLC transactions in Apple Inc. stock. As of the latest transaction made, National Wealth Management Group, LLC holds 7,424 shares of AAPL stock, worth $1.73 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
7,424
Previous 7,641 2.84%
Holding current value
$1.73 Million
Previous $1.61 Billion 7.48%
% of portfolio
1.17%
Previous 1.23%

Shares

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

Nov 13, 2024

SELL
$207.23 - $234.82 $44,968 - $50,955
-217 Reduced 2.84%
7,424 $1.73 Billion
Q2 2024

Aug 09, 2024

BUY
$165.0 - $216.67 $140,580 - $184,602
852 Added 12.55%
7,641 $1.61 Billion
Q1 2024

May 17, 2024

SELL
$169.0 - $195.18 $570,713 - $659,122
-3,377 Reduced 33.22%
6,789 $1.16 Billion
Q4 2023

Feb 01, 2024

BUY
$166.89 - $198.11 $554,241 - $657,923
3,321 Added 48.52%
10,166 $1.96 Billion
Q3 2023

Nov 13, 2023

SELL
$170.43 - $196.45 $14,827 - $17,091
-87 Reduced 1.26%
6,845 $1.17 Billion
Q2 2023

Aug 09, 2023

BUY
$160.1 - $193.97 $90,616 - $109,787
566 Added 8.89%
6,932 $1.25 Billion
Q1 2023

May 15, 2023

BUY
$125.02 - $164.9 $795,877 - $1.05 Million
6,366 New
6,366 $1.1 Billion
Q4 2022

Nov 17, 2023

SELL
$126.04 - $155.74 $218,805 - $270,364
-1,736 Reduced 17.74%
8,052 $1.05 Billion
Q3 2022

Nov 17, 2023

BUY
$138.2 - $174.55 $406,722 - $513,700
2,943 Added 42.99%
9,788 $1.35 Billion
Q2 2022

Nov 17, 2023

SELL
$130.06 - $178.44 $143,326 - $196,640
-1,102 Reduced 15.02%
6,234 $852 Million
Q1 2022

Nov 17, 2023

BUY
$150.62 - $182.01 $41,420 - $50,052
275 Added 3.89%
7,336 $1.28 Billion
Q4 2021

Nov 17, 2023

BUY
$139.14 - $180.33 $30,054 - $38,951
216 Added 3.16%
7,061 $1.25 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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