A detailed history of Balanced Rock Investment Advisor transactions in Apple Inc. stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 2,051 shares of AAPL stock, worth $477,616. This represents 0.37% of its overall portfolio holdings.

Number of Shares
2,051
Previous 2,085 1.63%
Holding current value
$477,616
Previous $439 Million 8.83%
% of portfolio
0.37%
Previous 0.37%

Shares

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

Nov 13, 2024

SELL
$207.23 - $234.82 $7,045 - $7,983
-34 Reduced 1.63%
2,051 $478 Million
Q2 2024

Jul 31, 2024

SELL
$165.0 - $216.67 $12,045 - $15,816
-73 Reduced 3.38%
2,085 $439 Million
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 $3.74T
  • 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 Balanced Rock Investment Advisor Portfolio

Follow Balanced Rock Investment Advisor 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 Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.