Benchmark Financial Wealth Advisors, LLC Apple Inc. Transaction History

Benchmark Financial Wealth Advisors, LLC

$299 Million
Q3 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 37,189 shares of AAPL stock, worth $8.37 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares

37,189

Previous 35,287 5.39%

Holding current value

$8.37 Million

Previous $7.43 Million 16.54%

% of portfolio

2.89%

Previous 2.75%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$207.23 - $234.82 $394,151 - $446,627	1,902 Added 5.39%	37,189 $8.66 Million
Q2 2024 Jul 23, 2024	SELL	$165.0 - $216.67 $369,600 - $485,340	-2,240 Reduced 5.97%	35,287 $7.43 Million
Q1 2024 Apr 22, 2024	BUY	$169.0 - $195.18 $92,274 - $106,568	546 Added 1.48%	37,527 $6.44 Million
Q4 2023 Jan 23, 2024	BUY	$166.89 - $198.11 $11,014 - $13,075	66 Added 0.18%	36,981 $7.12 Million
Q3 2023 Oct 13, 2023	BUY	$170.43 - $196.45 $28,291 - $32,610	166 Added 0.45%	36,915 $6.32 Million
Q2 2023 Jul 25, 2023	SELL	$160.1 - $193.97 $40,665 - $49,268	-254 Reduced 0.69%	36,749 $7.13 Million
Q1 2023 Apr 28, 2023	SELL	$125.02 - $164.9 $53,383 - $70,412	-427 Reduced 1.14%	37,003 $6.1 Million
Q4 2022 Jan 23, 2023	SELL	$126.04 - $155.74 $89,362 - $110,419	-709 Reduced 1.86%	37,430 $0
Q3 2022 Nov 01, 2022	SELL	$138.2 - $174.55 $67,441 - $85,180	-488 Reduced 1.26%	38,139 $5.27 Million
Q2 2022 Jul 22, 2022	BUY	$130.06 - $178.44 $89,351 - $122,588	687 Added 1.81%	38,627 $5.28 Million
Q1 2022 Apr 22, 2022	SELL	$150.62 - $182.01 $80,581 - $97,375	-535 Reduced 1.39%	37,940 $6.63 Million
Q4 2021 Jan 26, 2022	BUY	$139.14 - $180.33 $133,017 - $172,395	956 Added 2.55%	38,475 $6.83 Million
Q3 2021 Oct 26, 2021	SELL	$137.27 - $156.69 $17,158 - $19,586	-125 Reduced 0.33%	37,519 $5.31 Million
Q2 2021 Jul 26, 2021	BUY	$122.77 - $136.96 $18,415 - $20,544	150 Added 0.4%	37,644 $5.16 Million
Q1 2021 Apr 26, 2021	SELL	$116.36 - $143.16 $622,991 - $766,478	-5,354 Reduced 12.5%	37,494 $4.58 Million
Q4 2020 Jan 20, 2021	SELL	$108.77 - $136.69 $152,821 - $192,049	-1,405 Reduced 3.17%	42,848 $5.69 Million
Q3 2020 Oct 15, 2020	BUY	$91.03 - $134.18 $3.18 Million - $4.68 Million	34,906 Added 373.45%	44,253 $5.13 Million
Q2 2020 Jul 21, 2020	BUY	$60.23 - $91.63 $88,839 - $135,154	1,475 Added 18.74%	9,347 $3.41 Million
Q1 2020 May 08, 2020	BUY	$56.09 - $81.8 $6,618 - $9,652	118 Added 1.52%	7,872 $2 Million
Q4 2019 Jan 31, 2020	SELL	$54.74 - $73.41 $4,762 - $6,386	-87 Reduced 1.11%	7,754 $2.28 Million
Q3 2019 Nov 01, 2019	SELL	$48.33 - $55.99 $90,618 - $104,981	-1,875 Reduced 19.3%	7,841 $1.76 Million
Q2 2019 Jul 25, 2019	BUY	$43.33 - $52.94 $62,481 - $76,339	1,442 Added 17.43%	9,716 $1.92 Million
Q1 2019 Apr 24, 2019	SELL	$35.55 - $48.77 $19,623 - $26,921	-552 Reduced 6.25%	8,274 $1.57 Million
Q4 2018 Jan 30, 2019	BUY	$36.71 - $58.02 $324,002 - $512,084	8,826 New	8,826 $1.39 Million

Others Institutions Holding AAPL

# of Institutions

5,694

Shares Held

8.8B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.62T
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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Benchmark Financial Wealth Advisors, LLC Apple Inc. Transaction History