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 $524,215. This represents 0.37% of its overall portfolio holdings.

Number of Shares
2,051
Previous 2,085 1.63%
Holding current value
$524,215
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 $4.11T
  • 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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