A detailed history of Balanced Rock Investment Advisor transactions in Apple Inc. stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 2,158 shares of AAPL stock, worth $478,104. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,158
Previous 2,068 4.35%
Holding current value
$478,104
Previous $398 Million 7.05%
% of portfolio
0.32%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$169.0 - $195.18 $15,210 - $17,566
90 Added 4.35%
2,158 $370 Million
Q4 2023

Feb 13, 2024

BUY
$166.89 - $198.11 $345,128 - $409,691
2,068 New
2,068 $398 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 $3.56T
  • 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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