A detailed history of Bell & Brown Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Bell & Brown Wealth Advisors, LLC holds 62,344 shares of AAPL stock, worth $14.2 Million. This represents 5.68% of its overall portfolio holdings.

Number of Shares
62,344
Previous 61,949 0.64%
Holding current value
$14.2 Million
Previous $13 Million 11.28%
% of portfolio
5.68%
Previous 5.33%

Shares

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

Nov 14, 2024

BUY
$207.23 - $234.82 $81,855 - $92,753
395 Added 0.64%
62,344 $14.5 Million
Q2 2024

Aug 13, 2024

BUY
$165.0 - $216.67 $318,945 - $418,823
1,933 Added 3.22%
61,949 $13 Million
Q1 2024

May 13, 2024

SELL
$169.0 - $195.18 $492,128 - $568,364
-2,912 Reduced 4.63%
60,016 $10.3 Million
Q4 2023

Feb 12, 2024

SELL
$166.89 - $198.11 $204,440 - $242,684
-1,225 Reduced 1.91%
62,928 $12.1 Million
Q2 2023

Aug 15, 2023

BUY
$160.1 - $193.97 $176,910 - $214,336
1,105 Added 1.75%
64,153 $12.4 Million
Q1 2023

Apr 14, 2023

BUY
$125.02 - $164.9 $184,654 - $243,557
1,477 Added 2.4%
63,048 $10.4 Million
Q4 2022

Feb 10, 2023

SELL
$126.04 - $155.74 $25,460 - $31,459
-202 Reduced 0.33%
61,571 $8 Million
Q3 2022

Oct 26, 2022

SELL
$138.2 - $174.55 $482,594 - $609,528
-3,492 Reduced 5.35%
61,773 $8.54 Million
Q2 2022

Jul 22, 2022

SELL
$130.06 - $178.44 $321,638 - $441,282
-2,473 Reduced 3.65%
65,265 $8.92 Million
Q1 2022

May 02, 2022

SELL
$150.62 - $182.01 $644,201 - $778,456
-4,277 Reduced 5.94%
67,738 $11.8 Million
Q4 2021

Feb 10, 2022

BUY
$139.14 - $180.33 $622,094 - $806,255
4,471 Added 6.62%
72,015 $12.7 Million
Q3 2021

Nov 12, 2021

SELL
$137.27 - $156.69 $2.08 Million - $2.38 Million
-15,166 Reduced 18.34%
67,544 $9.56 Million
Q3 2020

Oct 23, 2020

BUY
$91.03 - $134.18 $5.53 Million - $8.15 Million
60,715 Added 276.04%
82,710 $9.69 Million
Q2 2020

Aug 07, 2020

SELL
$60.23 - $91.63 $106,908 - $162,643
-1,775 Reduced 7.47%
21,995 $9.62 Million
Q1 2020

May 11, 2020

SELL
$56.09 - $81.8 $109,936 - $160,328
-1,960 Reduced 7.62%
23,770 $7.42 Million
Q4 2019

Jan 17, 2020

SELL
$54.74 - $73.41 $92,127 - $123,549
-1,683 Reduced 6.14%
25,730 $8.08 Million
Q3 2019

Oct 09, 2019

SELL
$48.33 - $55.99 $36,779 - $42,608
-761 Reduced 2.7%
27,413 $6.16 Million
Q2 2019

Aug 06, 2019

BUY
$43.33 - $52.94 $16,855 - $20,593
389 Added 1.4%
28,174 $5.58 Million
Q1 2019

May 13, 2019

BUY
$35.55 - $48.77 $21,614 - $29,652
608 Added 2.24%
27,785 $5.28 Million
Q4 2018

Feb 22, 2019

SELL
$36.71 - $58.02 $1.57 Million - $2.48 Million
-42,814 Reduced 61.17%
27,177 $4.29 Million
Q4 2018

Feb 07, 2019

BUY
$36.71 - $58.02 $1.63 Million - $2.58 Million
44,466 Added 174.21%
69,991 $11 Million
Q3 2018

Nov 13, 2018

SELL
$45.98 - $57.09 $56,233 - $69,821
-1,223 Reduced 4.57%
25,525 $5.59 Million
Q2 2018

Jul 31, 2018

BUY
$40.58 - $48.49 $66,226 - $79,135
1,632 Added 6.5%
26,748 $4.95 Million
Q1 2018

May 02, 2018

SELL
$38.79 - $45.43 $27,928 - $32,709
-720 Reduced 2.79%
25,116 $4.2 Million
Q4 2017

Feb 13, 2018

BUY
$38.37 - $44.1 $991,327 - $1.14 Million
25,836
25,836 $4.37 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 $3.67T
  • 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 Bell & Brown Wealth Advisors, LLC Portfolio

Follow Bell & Brown Wealth Advisors, LLC 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 Bell & Brown Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bell & Brown Wealth Advisors, LLC with notifications on news.