A detailed history of Allen Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Allen Wealth Management, LLC holds 10,868 shares of AAPL stock, worth $2.53 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
10,868
Previous 10,331 5.2%
Holding current value
$2.53 Million
Previous $2.18 Billion 16.38%
% of portfolio
1.76%
Previous 1.94%

Shares

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

Oct 29, 2024

BUY
$207.23 - $234.82 $111,282 - $126,098
537 Added 5.2%
10,868 $2.53 Billion
Q2 2024

Jul 19, 2024

BUY
$165.0 - $216.67 $6,105 - $8,016
37 Added 0.36%
10,331 $2.18 Billion
Q1 2024

May 01, 2024

SELL
$169.0 - $195.18 $152,100 - $175,662
-900 Reduced 8.04%
10,294 $1.77 Billion
Q4 2023

Feb 14, 2024

BUY
$166.89 - $198.11 $1.87 Million - $2.22 Million
11,194 New
11,194 $2.16 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 $3.74T
  • 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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