Halpern Financial, Inc. Apple Inc. Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Halpern Financial, Inc. holds 3,775 shares of AAPL stock, worth $974,705. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,775

Previous 3,781 0.16%

Holding current value

$974,705

Previous $796 Million 7.5%

% of portfolio

0.22%

Previous 0.22%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$207.23 - $234.82 $1,243 - $1,408	-6 Reduced 0.16%	3,775 $856 Million
Q2 2024 Jul 08, 2024	SELL	$165.0 - $216.67 $91,740 - $120,468	-556 Reduced 12.82%	3,781 $796 Million
Q1 2024 Apr 09, 2024	SELL	$169.0 - $195.18 $28,054 - $32,399	-166 Reduced 3.69%	4,337 $736 Million
Q4 2023 Jan 19, 2024	SELL	$166.89 - $198.11 $63,918 - $75,876	-383 Reduced 7.84%	4,503 $830 Million
Q3 2023 Oct 10, 2023	SELL	$170.43 - $196.45 $536,513 - $618,424	-3,148 Reduced 39.18%	4,886 $837 Million
Q2 2023 Sep 21, 2023	BUY	$160.1 - $193.97 $543,539 - $658,528	3,395 Added 73.18%	8,034 $1.56 Billion
Q4 2022 Sep 21, 2023	SELL	$126.04 - $155.74 $630 - $778	-5 Reduced 0.11%	4,639 $603 Million
Q3 2022 Sep 21, 2023	BUY	$138.2 - $174.55 $13,543 - $17,105	98 Added 2.16%	4,644 $642 Million
Q2 2022 Sep 21, 2023	BUY	$130.06 - $178.44 $12,485 - $17,130	96 Added 2.16%	4,546 $622 Million
Q1 2022 Sep 21, 2023	SELL	$150.62 - $182.01 $22,743 - $27,483	-151 Reduced 3.28%	4,450 $777 Million
Q4 2021 Sep 21, 2023	BUY	$139.14 - $180.33 $447,752 - $580,301	3,218 Added 232.68%	4,601 $817 Million
Q3 2021 Sep 21, 2023	BUY	$137.27 - $156.69 $91,147 - $104,042	664 Added 92.35%	1,383 $196 Million
Q1 2021 Sep 21, 2023	BUY	$116.36 - $143.16 $39,096 - $48,101	336 Added 87.73%	719 $87.8 Million
Q4 2020 Sep 21, 2023	SELL	$108.77 - $136.69 $7,070 - $8,884	-65 Reduced 14.51%	383 $50.8 Million
Q3 2020 Sep 21, 2023	BUY	$91.03 - $134.18 $28,583 - $42,132	314 Added 234.33%	448 $51.9 Million
Q2 2020 Sep 21, 2023	BUY	$60.23 - $91.63 $2,830 - $4,306	47 Added 54.02%	134 $48.9 Million
Q1 2020 Sep 21, 2023	SELL	$56.09 - $81.8 $30,120 - $43,926	-537 Reduced 86.06%	87 $22.1 Million
Q4 2019 Sep 21, 2023	BUY	$54.74 - $73.41 $34,157 - $45,807	624 New	624 $183 Million

Others Institutions Holding AAPL

# of Institutions

5,705

Shares Held

8.78B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $4.15T
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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Halpern Financial, Inc. Apple Inc. Transaction History