A detailed history of Accretive Wealth Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 20,949 shares of AAPL stock, worth $5.2 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
20,949
Previous 61,017 65.67%
Holding current value
$5.2 Million
Previous $12.9 Million 62.03%
% of portfolio
2.1%
Previous 5.45%

Shares

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

Nov 12, 2024

SELL
$207.23 - $234.82 $8.3 Million - $9.41 Million
-40,068 Reduced 65.67%
20,949 $4.88 Million
Q2 2024

Aug 05, 2024

BUY
$165.0 - $216.67 $2.1 Million - $2.76 Million
12,720 Added 26.34%
61,017 $12.9 Million
Q1 2024

May 06, 2024

BUY
$169.0 - $195.18 $3.16 Million - $3.65 Million
18,725 Added 63.32%
48,297 $8.28 Million
Q4 2023

Feb 06, 2024

BUY
$166.89 - $198.11 $33,378 - $39,622
200 Added 0.68%
29,572 $5.69 Million
Q3 2023

Nov 06, 2023

BUY
$170.43 - $196.45 $23,519 - $27,110
138 Added 0.47%
29,372 $5.03 Million
Q2 2023

Aug 07, 2023

BUY
$160.1 - $193.97 $21,773 - $26,379
136 Added 0.47%
29,234 $5.67 Million
Q1 2023

May 04, 2023

SELL
$125.02 - $164.9 $142,897 - $188,480
-1,143 Reduced 3.78%
29,098 $4.8 Million
Q4 2022

Feb 13, 2023

SELL
$126.04 - $155.74 $207,461 - $256,348
-1,646 Reduced 5.16%
30,241 $3.93 Million
Q3 2022

Nov 14, 2022

SELL
$138.2 - $174.55 $27,087 - $34,211
-196 Reduced 0.61%
31,887 $4.41 Million
Q2 2022

Aug 12, 2022

SELL
$130.06 - $178.44 $439,212 - $602,591
-3,377 Reduced 9.52%
32,083 $4.39 Million
Q1 2022

May 12, 2022

BUY
$150.62 - $182.01 $630,194 - $761,529
4,184 Added 13.38%
35,460 $6.19 Million
Q4 2021

Feb 14, 2022

BUY
$139.14 - $180.33 $1.51 Million - $1.95 Million
10,824 Added 52.92%
31,276 $5.55 Million
Q3 2021

Nov 12, 2021

BUY
$137.27 - $156.69 $71,517 - $81,635
521 Added 2.61%
20,452 $2.89 Million
Q2 2021

Aug 13, 2021

BUY
$122.77 - $136.96 $183,172 - $204,344
1,492 Added 8.09%
19,931 $2.73 Million
Q1 2021

May 17, 2021

BUY
$116.36 - $143.16 $401,092 - $493,472
3,447 Added 22.99%
18,439 $2.25 Million
Q4 2020

Feb 12, 2021

SELL
$108.77 - $136.69 $1.29 Million - $1.62 Million
-11,820 Reduced 44.08%
14,992 $1.99 Million
Q4 2020

Feb 12, 2021

BUY
$108.77 - $136.69 $2.92 Million - $3.66 Million
26,812 New
26,812 $3.56 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 $3.99T
  • 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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