Aspireon Wealth Advisors Apple Inc. Transaction History

Aspireon Wealth Advisors

$183 Million
Q1 2023

A detailed history of Aspireon Wealth Advisors transactions in Apple Inc. stock. As of the latest transaction made, Aspireon Wealth Advisors holds 39,274 shares of AAPL stock, worth $8.84 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares

39,274

Previous 39,402 0.32%

Holding current value

$8.84 Million

Previous $5.2 Million 24.59%

% of portfolio

3.53%

Previous 2.67%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 22, 2023	SELL	$125.02 - $164.9 $16,002 - $21,107	-128 Reduced 0.32%	39,274 $6.48 Million
Q4 2022 Feb 08, 2023	BUY	$126.04 - $155.74 $36,425 - $45,008	289 Added 0.74%	39,402 $5.2 Million
Q3 2022 Nov 18, 2022	BUY	$138.2 - $174.55 $5.23 Million - $6.61 Million	37,853 Added 3004.21%	39,113 $5.41 Million
Q3 2022 Nov 15, 2022	SELL	$138.2 - $174.55 $5.26 Million - $6.64 Million	-38,068 Reduced 96.8%	1,260 $278,000
Q2 2022 Jul 29, 2022	BUY	$130.06 - $178.44 $172,329 - $236,433	1,325 Added 3.49%	39,328 $5.39 Million

Q1 2022 May 11, 2022	BUY	$150.62 - $182.01 $30,575 - $36,948	203 Added 0.54%	38,003 $6.64 Million
Q4 2021 Feb 15, 2022	BUY	$139.14 - $180.33 $190,204 - $246,511	1,367 Added 3.75%	37,800 $6.71 Million
Q3 2021 Nov 15, 2021	SELL	$137.27 - $156.69 $108,031 - $123,315	-787 Reduced 2.11%	36,433 $5.16 Million
Q2 2021 Aug 16, 2021	BUY	$122.77 - $136.96 $149,779 - $167,091	1,220 Added 3.39%	37,220 $5.09 Million
Q4 2020 Feb 23, 2021	BUY	$108.77 - $136.69 $3.92 Million - $4.92 Million	36,000 New	36,000 $4.82 Million

Others Institutions Holding AAPL

# of Institutions

5,503

Shares Held

8.83B

Call Options Held

157M

Put Options Held

155M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.62T
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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Aspireon Wealth Advisors Apple Inc. Transaction History