A detailed history of Archvest Wealth Advisors, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 26,198 shares of AAPL stock, worth $5.83 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares
26,198
Previous 26,341 0.54%
Holding current value
$5.83 Million
Previous $4.52 Million 22.17%
% of portfolio
3.65%
Previous 3.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$165.0 - $216.67 $23,595 - $30,983
-143 Reduced 0.54%
26,198 $5.52 Million
Q1 2024

Apr 29, 2024

BUY
$169.0 - $195.18 $205,673 - $237,534
1,217 Added 4.84%
26,341 $4.52 Million
Q4 2023

Jan 16, 2024

SELL
$166.89 - $198.11 $178,739 - $212,175
-1,071 Reduced 4.09%
25,124 $4.84 Million
Q3 2023

Nov 07, 2023

SELL
$170.43 - $196.45 $39,539 - $45,576
-232 Reduced 0.88%
26,195 $4.48 Million
Q2 2023

Jul 17, 2023

SELL
$160.1 - $193.97 $196,442 - $238,001
-1,227 Reduced 4.44%
26,427 $5.13 Million
Q1 2023

May 02, 2023

BUY
$125.02 - $164.9 $224,160 - $295,665
1,793 Added 6.93%
27,654 $4.56 Million
Q4 2022

Feb 03, 2023

BUY
$126.04 - $155.74 $39,954 - $49,369
317 Added 1.24%
25,861 $3.36 Million
Q3 2022

Nov 09, 2022

SELL
$138.2 - $174.55 $3,316 - $4,189
-24 Reduced 0.09%
25,544 $3.53 Million
Q2 2022

Jul 26, 2022

BUY
$130.06 - $178.44 $114,062 - $156,491
877 Added 3.55%
25,568 $3.5 Million
Q1 2022

May 03, 2022

SELL
$150.62 - $182.01 $38,859 - $46,958
-258 Reduced 1.03%
24,691 $4.31 Million
Q4 2021

Feb 14, 2022

BUY
$139.14 - $180.33 $3.47 Million - $4.5 Million
24,949 New
24,949 $4.43 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 $3.57T
  • 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 Archvest Wealth Advisors, Inc. Portfolio

Follow Archvest Wealth Advisors, Inc. 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 Archvest Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Archvest Wealth Advisors, Inc. with notifications on news.