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 $10.1 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares
39,274
Previous 39,402 0.32%
Holding current value
$10.1 Million
Previous $5.2 Million 24.59%
% of portfolio
3.53%
Previous 2.67%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.15T
  • 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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