A detailed history of Bernardo Wealth Planning LLC transactions in Apple Inc. stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 40,751 shares of AAPL stock, worth $9.62 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
40,751
Previous 40,825 0.18%
Holding current value
$9.62 Million
Previous $9.48 Million 7.67%
% of portfolio
2.42%
Previous 2.3%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

SELL
$221.69 - $259.02 $16,405 - $19,167
-74 Reduced 0.18%
40,751 $10.2 Million
Q3 2024

Oct 18, 2024

BUY
$207.23 - $234.82 $235,620 - $266,990
1,137 Added 2.86%
40,825 $9.48 Million
Q2 2024

Jul 10, 2024

BUY
$165.0 - $216.67 $204,435 - $268,454
1,239 Added 3.22%
39,688 $8.36 Million
Q1 2024

May 07, 2024

BUY
$169.0 - $195.18 $118,131 - $136,430
699 Added 1.85%
38,449 $6.59 Million
Q4 2023

Jan 25, 2024

BUY
$166.89 - $198.11 $94,793 - $112,526
568 Added 1.53%
37,750 $7.27 Million
Q3 2023

Oct 30, 2023

BUY
$170.43 - $196.45 $34,426 - $39,682
202 Added 0.55%
37,182 $6.37 Million
Q2 2023

Jul 21, 2023

SELL
$160.1 - $193.97 $203,327 - $246,341
-1,270 Reduced 3.32%
36,980 $7.17 Million
Q1 2023

May 05, 2023

SELL
$125.02 - $164.9 $125,395 - $165,394
-1,003 Reduced 2.56%
38,250 $6.31 Million
Q4 2022

Jan 30, 2023

SELL
$126.04 - $155.74 $32,518 - $40,180
-258 Reduced 0.65%
39,253 $5.1 Million
Q3 2022

Oct 24, 2022

BUY
$138.2 - $174.55 $9,674 - $12,218
70 Added 0.18%
39,511 $5.82 Million
Q2 2022

Jul 29, 2022

BUY
$130.06 - $178.44 $109,250 - $149,889
840 Added 2.18%
39,441 $5.39 Million
Q1 2022

May 06, 2022

BUY
$150.62 - $182.01 $81,334 - $98,285
540 Added 1.42%
38,601 $6.74 Million
Q4 2021

Jan 27, 2022

BUY
$139.14 - $180.33 $535,410 - $693,909
3,848 Added 11.25%
38,061 $6.76 Million
Q3 2021

Oct 15, 2021

BUY
$137.27 - $156.69 $215,239 - $245,689
1,568 Added 4.8%
34,213 $4.84 Million
Q2 2021

Jul 30, 2021

BUY
$122.77 - $136.96 $26,518 - $29,583
216 Added 0.67%
32,645 $4.47 Million
Q1 2021

Apr 23, 2021

SELL
$116.36 - $143.16 $17.5 Million - $21.5 Million
-150,230 Reduced 82.25%
32,429 $3.96 Million
Q4 2020

Feb 01, 2021

BUY
$108.77 - $136.69 $772,267 - $970,499
7,100 Added 4.04%
182,659 $24.2 Million
Q3 2020

Oct 23, 2020

BUY
$91.03 - $134.18 $12.1 Million - $17.8 Million
132,847 Added 311.03%
175,559 $20.3 Million
Q2 2020

Aug 03, 2020

SELL
$60.23 - $91.63 $3,553 - $5,406
-59 Reduced 0.14%
42,712 $15.6 Million
Q1 2020

May 01, 2020

BUY
$56.09 - $81.8 $50,368 - $73,456
898 Added 2.14%
42,771 $10.9 Million
Q4 2019

Feb 10, 2020

BUY
$54.74 - $73.41 $1,368 - $1,835
25 Added 0.06%
41,873 $12.3 Million
Q3 2019

Nov 04, 2019

SELL
$48.33 - $55.99 $96,611 - $111,924
-1,999 Reduced 4.56%
41,848 $9.37 Million
Q2 2019

Aug 13, 2019

SELL
$43.33 - $52.94 $245,681 - $300,169
-5,670 Reduced 11.45%
43,847 $8.68 Million
Q1 2019

May 08, 2019

BUY
$35.55 - $48.77 $151,549 - $207,906
4,263 Added 9.42%
49,517 $9.41 Million
Q4 2018

Feb 14, 2019

BUY
$36.71 - $58.02 $1.66 Million - $2.63 Million
45,254 New
45,254 $7.14 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 $3.79T
  • 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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