A detailed history of Avaii Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 16,555 shares of AAPL stock, worth $4.21 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
16,555
Previous 17,585 5.86%
Holding current value
$4.21 Million
Previous $3.7 Million 4.1%
% of portfolio
2.17%
Previous 2.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$207.23 - $234.82 $213,446 - $241,864
-1,030 Reduced 5.86%
16,555 $3.86 Million
Q2 2024

Jul 31, 2024

BUY
$165.0 - $216.67 $164,670 - $216,236
998 Added 6.02%
17,585 $3.7 Million
Q1 2024

Apr 29, 2024

SELL
$169.0 - $195.18 $114,413 - $132,136
-677 Reduced 3.92%
16,587 $2.84 Million
Q4 2023

Feb 05, 2024

SELL
$166.89 - $198.11 $179,406 - $212,968
-1,075 Reduced 5.86%
17,264 $3.32 Million
Q3 2023

Oct 24, 2023

BUY
$170.43 - $196.45 $242,521 - $279,548
1,423 Added 8.41%
18,339 $3.14 Million
Q2 2023

Jul 31, 2023

SELL
$160.1 - $193.97 $145,851 - $176,706
-911 Reduced 5.11%
16,916 $3.28 Million
Q1 2023

Apr 10, 2023

BUY
$125.02 - $164.9 $274,543 - $362,120
2,196 Added 14.05%
17,827 $2.94 Million
Q4 2022

Jan 25, 2023

BUY
$126.04 - $155.74 $25,964 - $32,082
206 Added 1.34%
15,631 $0
Q3 2022

Nov 14, 2022

SELL
$138.2 - $174.55 $134,468 - $169,837
-973 Reduced 5.93%
15,425 $2.13 Million
Q2 2022

Aug 12, 2022

SELL
$130.06 - $178.44 $226,304 - $310,485
-1,740 Reduced 9.59%
16,398 $2.24 Million
Q1 2022

Apr 14, 2022

BUY
$150.62 - $182.01 $504,878 - $610,097
3,352 Added 22.67%
18,138 $3.17 Million
Q4 2021

Feb 14, 2022

BUY
$139.14 - $180.33 $2.06 Million - $2.67 Million
14,786 New
14,786 $2.63 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 $4.09T
  • 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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