A detailed history of Aj Wealth Strategies, LLC transactions in Apple Inc. stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 70,804 shares of AAPL stock, worth $18.3 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
70,804
Previous 68,727 3.02%
Holding current value
$18.3 Million
Previous $11.3 Million 21.18%
% of portfolio
0.66%
Previous 0.59%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023

BUY
$160.1 - $193.97 $332,527 - $402,875
2,077 Added 3.02%
70,804 $13.7 Million
Q1 2023

Apr 28, 2023

SELL
$125.02 - $164.9 $866,013 - $1.14 Million
-6,927 Reduced 9.16%
68,727 $11.3 Million
Q4 2022

Jan 25, 2023

SELL
$126.04 - $155.74 $1.45 Million - $1.8 Million
-11,532 Reduced 13.23%
75,654 $9.83 Million
Q3 2022

Oct 27, 2022

BUY
$138.2 - $174.55 $80,570 - $101,762
583 Added 0.67%
87,186 $12 Million
Q2 2022

Aug 04, 2022

BUY
$130.06 - $178.44 $2.12 Million - $2.91 Million
16,318 Added 23.22%
86,603 $11.8 Million
Q1 2022

May 13, 2022

BUY
$150.62 - $182.01 $11,447 - $13,832
76 Added 0.11%
70,285 $12.3 Million
Q4 2021

Jan 26, 2022

BUY
$139.14 - $180.33 $1.75 Million - $2.27 Million
12,578 Added 21.83%
70,209 $12.5 Million
Q3 2021

Oct 20, 2021

BUY
$137.27 - $156.69 $348,803 - $398,149
2,541 Added 4.61%
57,631 $8.16 Million
Q2 2021

Aug 16, 2021

SELL
$122.77 - $136.96 $550,746 - $614,402
-4,486 Reduced 7.53%
55,090 $7.55 Million
Q1 2021

May 06, 2021

SELL
$116.36 - $143.16 $79,590 - $97,921
-684 Reduced 1.14%
59,576 $7.28 Million
Q4 2020

Feb 16, 2021

BUY
$108.77 - $136.69 $62,651 - $78,733
576 Added 0.97%
60,260 $8 Million
Q3 2020

Nov 16, 2020

BUY
$91.03 - $134.18 $4.18 Million - $6.16 Million
45,929 Added 333.91%
59,684 $6.91 Million
Q2 2020

Aug 14, 2020

BUY
$60.23 - $91.63 $21,622 - $32,895
359 Added 2.68%
13,755 $5.02 Million
Q1 2020

May 15, 2020

BUY
$56.09 - $81.8 $327,453 - $477,548
5,838 Added 77.24%
13,396 $3.41 Million
Q4 2019

Feb 14, 2020

SELL
$54.74 - $73.41 $24,304 - $32,594
-444 Reduced 5.55%
7,558 $2.2 Million
Q3 2019

Nov 26, 2019

BUY
$48.33 - $55.99 $15,078 - $17,468
312 Added 4.06%
8,002 $1.69 Million
Q2 2019

Aug 19, 2019

SELL
$43.33 - $52.94 $132,069 - $161,361
-3,048 Reduced 28.39%
7,690 $1.47 Million
Q1 2019

May 13, 2019

SELL
$35.55 - $48.77 $42,802 - $58,719
-1,204 Reduced 10.08%
10,738 $2.04 Million
Q4 2018

Feb 14, 2019

BUY
$36.71 - $58.02 $60,681 - $95,907
1,653 Added 16.07%
11,942 $1.88 Million
Q3 2018

Nov 15, 2018

BUY
$45.98 - $57.09 $13,288 - $16,499
289 Added 2.89%
10,289 $2.32 Million
Q2 2018

Jul 19, 2018

BUY
$40.58 - $48.49 $32,261 - $38,549
795 Added 8.64%
10,000 $1.81 Million
Q1 2018

Jul 19, 2018

BUY
$38.79 - $45.43 $106,905 - $125,205
2,756 Added 42.74%
9,205 $1.54 Million
Q4 2017

Jul 19, 2018

BUY
$38.37 - $44.1 $42,398 - $48,730
1,105 Added 20.68%
6,449 $1.09 Million
Q3 2017

Jul 19, 2018

BUY
$37.18 - $41.01 $198,689 - $219,157
5,344 New
5,344 $824,000
Q2 2017

Jul 19, 2018

SELL
N/A
-1,712 Closed
0 $0
Q1 2017

Jul 19, 2018

BUY
N/A
1,712
1,712 $246,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.15T
  • 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
Track This Portfolio

Track Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.