A detailed history of Beacon Financial Planning, Inc transactions in Apple Inc. stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 5,970 shares of AAPL stock, worth $1.37 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
5,970
Previous 5,410 10.35%
Holding current value
$1.37 Million
Previous $1.04 Billion 1.72%
% of portfolio
0.71%
Previous 0.82%

Shares

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

Apr 22, 2024

BUY
$169.0 - $195.18 $94,640 - $109,300
560 Added 10.35%
5,970 $1.02 Billion
Q4 2023

Jan 29, 2024

BUY
$166.89 - $198.11 $667 - $792
4 Added 0.07%
5,410 $1.04 Billion
Q3 2023

Oct 24, 2023

SELL
$170.43 - $196.45 $18,406 - $21,216
-108 Reduced 1.96%
5,406 $926 Million
Q2 2023

Jul 19, 2023

BUY
$160.1 - $193.97 $98,621 - $119,485
616 Added 12.58%
5,514 $1.07 Billion
Q1 2023

May 04, 2023

BUY
$125.02 - $164.9 $16,627 - $21,931
133 Added 2.79%
4,898 $808 Million
Q4 2022

Feb 15, 2023

BUY
$126.04 - $155.74 $600,580 - $742,101
4,765 New
4,765 $619 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 $3.68T
  • 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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