Aletheian Wealth Advisors LLC Apple Inc. Transaction History

Aletheian Wealth Advisors LLC

$183 Million
Q2 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 15,438 shares of AAPL stock, worth $3.6 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

15,438

Previous 26,776 42.34%

Holding current value

$3.6 Million

Previous $4.59 Million 29.19%

% of portfolio

1.78%

Previous 2.59%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$165.0 - $216.67 $1.87 Million - $2.46 Million	-11,338 Reduced 42.34%	15,438 $3.25 Million
Q1 2024 Apr 15, 2024	BUY	$169.0 - $195.18 $1.88 Million - $2.17 Million	11,116 Added 70.98%	26,776 $4.59 Million
Q4 2023 Jan 05, 2024	SELL	$166.89 - $198.11 $191,756 - $227,628	-1,149 Reduced 6.84%	15,660 $3.02 Million
Q3 2023 Oct 04, 2023	SELL	$170.43 - $196.45 $216,786 - $249,884	-1,272 Reduced 7.04%	16,809 $2.88 Million
Q2 2023 Jul 13, 2023	BUY	$160.1 - $193.97 $1.02 Million - $1.24 Million	6,373 Added 54.43%	18,081 $3.51 Million
Q1 2023 May 11, 2023	SELL	$125.02 - $164.9 $55,008 - $72,556	-440 Reduced 3.62%	11,708 $1.93 Million
Q4 2022 Jan 17, 2023	BUY	$126.04 - $155.74 $474,540 - $586,361	3,765 Added 44.91%	12,148 $0
Q3 2022 Oct 14, 2022	SELL	$138.2 - $174.55 $248,898 - $314,364	-1,801 Reduced 17.68%	8,383 $1.16 Million
Q2 2022 Jul 11, 2022	BUY	$130.06 - $178.44 $246,463 - $338,143	1,895 Added 22.86%	10,184 $1.39 Million
Q1 2022 Apr 18, 2022	BUY	$150.62 - $182.01 $183,907 - $222,234	1,221 Added 17.28%	8,289 $1.45 Million
Q4 2021 Apr 12, 2022	BUY	$139.14 - $180.33 $983,441 - $1.27 Million	7,068 New	7,068 $1.26 Million

Others Institutions Holding AAPL

# of Institutions

5,681

Shares Held

8.99B

Call Options Held

190M

Put Options Held

167M

View Full List

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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Aletheian Wealth Advisors LLC Apple Inc. Transaction History