A detailed history of Heritage Oak Wealth Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 23,156 shares of AAPL stock, worth $5.29 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
23,156
Previous 21,091 9.79%
Holding current value
$5.29 Million
Previous $4.44 Billion 21.46%
% of portfolio
2.49%
Previous 2.25%

Shares

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

Oct 23, 2024

BUY
$207.23 - $234.82 $427,929 - $484,903
2,065 Added 9.79%
23,156 $5.4 Billion
Q2 2024

Aug 28, 2024

BUY
$165.0 - $216.67 $3.48 Million - $4.57 Million
21,091 New
21,091 $4.44 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 $3.67T
  • 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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