A detailed history of Arcadia Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 3,314 shares of AAPL stock, worth $734,216. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,314
Previous 2,676 23.84%
Holding current value
$734,216
Previous $515 Million 10.3%
% of portfolio
0.35%
Previous 0.36%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$169.0 - $195.18 $107,822 - $124,524
638 Added 23.84%
3,314 $568 Million
Q4 2023

Jan 23, 2024

BUY
$166.89 - $198.11 $14,853 - $17,631
89 Added 3.44%
2,676 $515 Million
Q3 2023

Nov 14, 2023

SELL
$170.43 - $196.45 $3,749 - $4,321
-22 Reduced 0.84%
2,587 $443 Million
Q2 2023

Aug 14, 2023

BUY
$160.1 - $193.97 $12,327 - $14,935
77 Added 3.04%
2,609 $506 Million
Q1 2023

Apr 20, 2023

SELL
$125.02 - $164.9 $10,876 - $14,346
-87 Reduced 3.32%
2,532 $418 Million
Q4 2022

Feb 07, 2023

BUY
$126.04 - $155.74 $330,098 - $407,883
2,619 New
2,619 $340 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 $3.56T
  • 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 Arcadia Wealth Management, LLC Portfolio

Follow Arcadia Wealth Management, 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 Arcadia Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arcadia Wealth Management, LLC with notifications on news.