A detailed history of Atlantic Private Wealth, LLC transactions in Apple Inc. stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 1,568 shares of AAPL stock, worth $364,011. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,568
Previous 1,368 14.62%
Holding current value
$364,011
Previous $234,000 41.03%
% of portfolio
0.27%
Previous 0.2%

Shares

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

Aug 12, 2024

BUY
$165.0 - $216.67 $33,000 - $43,334
200 Added 14.62%
1,568 $330,000
Q4 2023

Feb 09, 2024

SELL
$166.89 - $198.11 $115,154 - $136,695
-690 Reduced 33.53%
1,368 $263,000
Q3 2023

Nov 09, 2023

BUY
$170.43 - $196.45 $272,688 - $314,320
1,600 Added 349.34%
2,058 $352,000
Q2 2023

Aug 11, 2023

BUY
$160.1 - $193.97 $44,027 - $53,341
275 Added 150.27%
458 $88,000
Q1 2023

May 12, 2023

BUY
$125.02 - $164.9 $22,878 - $30,176
183 New
183 $30,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.73T
  • 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 Atlantic Private Wealth, LLC Portfolio

Follow Atlantic Private Wealth, 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 Atlantic Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Private Wealth, LLC with notifications on news.