A detailed history of Better Wealth, LLC transactions in Apple Inc. stock. As of the latest transaction made, Better Wealth, LLC holds 141,249 shares of AAPL stock, worth $35.9 Million. This represents 9.96% of its overall portfolio holdings.

Number of Shares
141,249
Previous 146,498 3.58%
Holding current value
$35.9 Million
Previous $30.9 Million 6.61%
% of portfolio
9.96%
Previous 10.08%

Shares

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

Oct 22, 2024

SELL
$207.23 - $234.82 $1.09 Million - $1.23 Million
-5,249 Reduced 3.58%
141,249 $32.9 Million
Q2 2024

Jul 19, 2024

SELL
$165.0 - $216.67 $641,850 - $842,846
-3,890 Reduced 2.59%
146,498 $30.9 Million
Q1 2024

Apr 19, 2024

SELL
$169.0 - $195.18 $503,620 - $581,636
-2,980 Reduced 1.94%
150,388 $25.8 Million
Q4 2023

Jan 23, 2024

BUY
$166.89 - $198.11 $188,418 - $223,666
1,129 Added 0.74%
153,368 $29.5 Million
Q3 2023

Oct 23, 2023

BUY
$170.43 - $196.45 $342,564 - $394,864
2,010 Added 1.34%
152,239 $26.1 Million
Q2 2023

Jul 24, 2023

SELL
$160.1 - $193.97 $1.86 Million - $2.26 Million
-11,637 Reduced 7.19%
150,229 $29.1 Million
Q1 2023

Apr 19, 2023

SELL
$125.02 - $164.9 $456,448 - $602,049
-3,651 Reduced 2.21%
161,866 $26.7 Million
Q4 2022

Jan 23, 2023

SELL
$126.04 - $155.74 $64,406 - $79,583
-511 Reduced 0.31%
165,517 $0
Q3 2022

Oct 28, 2022

SELL
$138.2 - $174.55 $1.08 Million - $1.37 Million
-7,828 Reduced 4.5%
166,028 $22.9 Million
Q2 2022

Jul 29, 2022

BUY
$130.06 - $178.44 $313,704 - $430,397
2,412 Added 1.41%
173,856 $23.8 Million
Q1 2022

May 02, 2022

SELL
$150.62 - $182.01 $1.12 Million - $1.35 Million
-7,410 Reduced 4.14%
171,444 $29.9 Million
Q4 2021

Mar 03, 2022

BUY
$139.14 - $180.33 $24.9 Million - $32.3 Million
178,854 New
178,854 $31.8 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 $4.09T
  • 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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