A detailed history of Avidian Wealth Solutions, LLC transactions in Apple Inc. stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 178,930 shares of AAPL stock, worth $40.9 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
178,930
Previous 181,753 1.55%
Holding current value
$40.9 Million
Previous $38.3 Million 8.86%
% of portfolio
1.95%
Previous 1.64%

Shares

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

Oct 30, 2024

SELL
$207.23 - $234.82 $585,010 - $662,896
-2,823 Reduced 1.55%
178,930 $41.7 Million
Q2 2024

Aug 06, 2024

SELL
$165.0 - $216.67 $1.07 Million - $1.41 Million
-6,504 Reduced 3.45%
181,753 $38.3 Million
Q1 2024

May 03, 2024

BUY
$169.0 - $195.18 $828,776 - $957,162
4,904 Added 2.67%
188,257 $32.3 Million
Q4 2023

Feb 06, 2024

SELL
$166.89 - $198.11 $1.23 Million - $1.46 Million
-7,379 Reduced 3.87%
183,353 $35.3 Million
Q3 2023

Oct 13, 2023

SELL
$170.43 - $196.45 $2.35 Million - $2.71 Million
-13,775 Reduced 6.74%
190,732 $32.7 Million
Q2 2023

Aug 03, 2023

SELL
$160.1 - $193.97 $12.4 Million - $15.1 Million
-77,636 Reduced 27.52%
204,507 $39.7 Million
Q1 2023

May 08, 2023

SELL
$125.02 - $164.9 $5.03 Million - $6.63 Million
-40,213 Reduced 12.47%
282,143 $46.5 Million
Q4 2022

Feb 06, 2023

BUY
$126.04 - $155.74 $4.29 Million - $5.31 Million
34,068 Added 11.82%
322,356 $41.9 Million
Q3 2022

Nov 03, 2022

BUY
$138.2 - $174.55 $713,388 - $901,027
5,162 Added 1.82%
288,288 $39.8 Million
Q2 2022

Jul 29, 2022

BUY
$130.06 - $178.44 $9.3 Million - $12.8 Million
71,535 Added 33.81%
283,126 $38.7 Million
Q1 2022

May 10, 2022

BUY
$150.62 - $182.01 $2.68 Million - $3.24 Million
17,805 Added 9.19%
211,591 $36.9 Million
Q4 2021

Feb 14, 2022

SELL
$139.14 - $180.33 $22.1 Million - $28.7 Million
-159,164 Reduced 45.1%
193,786 $34.4 Million
Q3 2021

Nov 10, 2021

BUY
$137.27 - $156.69 $1.54 Million - $1.76 Million
11,201 Added 3.28%
352,950 $49.9 Million
Q2 2021

Aug 09, 2021

BUY
$122.77 - $136.96 $28,973 - $32,322
236 Added 0.07%
341,749 $46.8 Million
Q1 2021

May 05, 2021

BUY
$116.36 - $143.16 $3.35 Million - $4.12 Million
28,748 Added 9.19%
341,513 $41.7 Million
Q4 2020

Feb 09, 2021

BUY
$108.77 - $136.69 $305,099 - $383,415
2,805 Added 0.9%
312,765 $41.5 Million
Q3 2020

Nov 06, 2020

BUY
$91.03 - $134.18 $21.4 Million - $31.5 Million
234,643 Added 311.54%
309,960 $35.9 Million
Q2 2020

Aug 10, 2020

SELL
$60.23 - $91.63 $3,674 - $5,589
-61 Reduced 0.08%
75,317 $27.5 Million
Q1 2020

Apr 22, 2020

BUY
$56.09 - $81.8 $3.43 Million - $5 Million
61,086 Added 427.41%
75,378 $19.2 Million
Q4 2019

Feb 13, 2020

BUY
$54.74 - $73.41 $87,365 - $117,162
1,596 Added 12.57%
14,292 $4.2 Million
Q3 2019

Nov 14, 2019

BUY
$48.33 - $55.99 $15,320 - $17,748
317 Added 2.56%
12,696 $2.84 Million
Q2 2019

Aug 14, 2019

BUY
$43.33 - $52.94 $11,352 - $13,870
262 Added 2.16%
12,379 $2.45 Million
Q1 2019

May 15, 2019

BUY
$35.55 - $48.77 $46,712 - $64,083
1,314 Added 12.16%
12,117 $2.3 Million
Q4 2018

Feb 14, 2019

BUY
$36.71 - $58.02 $104,586 - $165,298
2,849 Added 35.82%
10,803 $1.7 Million
Q3 2018

Nov 14, 2018

SELL
$45.98 - $57.09 $13,702 - $17,012
-298 Reduced 3.61%
7,954 $1.8 Million
Q2 2018

Aug 14, 2018

BUY
$40.58 - $48.49 $5,600 - $6,691
138 Added 1.7%
8,252 $1.53 Million
Q1 2018

May 15, 2018

BUY
$38.79 - $45.43 $73,584 - $86,180
1,897 Added 30.51%
8,114 $1.36 Million
Q4 2017

Feb 14, 2018

BUY
$38.37 - $44.1 $3,530 - $4,057
92 Added 1.5%
6,217 $1.05 Million
Q3 2017

Nov 14, 2017

BUY
$37.18 - $41.01 $1,896 - $2,091
51 Added 0.84%
6,125 $944,000
Q2 2017

Aug 14, 2017

BUY
N/A
6,074
6,074 $875,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.67T
  • 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 Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, 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 Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.