A detailed history of Balanced Wealth Group LLC transactions in Apple Inc. stock. As of the latest transaction made, Balanced Wealth Group LLC holds 62,672 shares of AAPL stock, worth $13.9 Million. This represents 6.46% of its overall portfolio holdings.

Number of Shares
62,672
Previous 62,707 0.06%
Holding current value
$13.9 Million
Previous $13.6 Billion 7.44%
% of portfolio
6.46%
Previous 6.18%

Shares

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

Oct 28, 2024

SELL
$207.23 - $234.82 $7,253 - $8,218
-35 Reduced 0.06%
62,672 $14.6 Billion
Q2 2024

Aug 13, 2024

SELL
$165.0 - $216.67 $289,080 - $379,605
-1,752 Reduced 2.72%
62,707 $13.6 Billion
Q1 2024

May 13, 2024

BUY
$169.0 - $195.18 $145,509 - $168,049
861 Added 1.35%
64,459 $11.9 Billion
Q4 2023

Feb 06, 2024

BUY
$166.89 - $198.11 $10.6 Million - $12.6 Million
63,598 New
63,598 $12.2 Billion

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.57T
  • 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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