A detailed history of Big Sur Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 52,127 shares of AAPL stock, worth $12.2 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares
52,127
Previous 52,103 0.05%
Holding current value
$12.2 Million
Previous $11 Million 10.64%
% of portfolio
3.43%
Previous 3.44%

Shares

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

Oct 16, 2024

BUY
$207.23 - $234.82 $4,973 - $5,635
24 Added 0.05%
52,127 $12.1 Million
Q2 2024

Jul 22, 2024

BUY
$165.0 - $216.67 $184,800 - $242,670
1,120 Added 2.2%
52,103 $11 Million
Q1 2024

May 21, 2024

BUY
$169.0 - $195.18 $3.61 Million - $4.17 Million
21,350 Added 72.05%
50,983 $8.74 Million
Q4 2023

Feb 12, 2024

SELL
$166.89 - $198.11 $8,344 - $9,905
-50 Reduced 0.17%
29,633 $5.71 Million
Q3 2023

Nov 13, 2023

SELL
$170.43 - $196.45 $141,456 - $163,053
-830 Reduced 2.72%
29,683 $5.08 Million
Q2 2023

Aug 14, 2023

SELL
$160.1 - $193.97 $75,247 - $91,165
-470 Reduced 1.52%
30,513 $5.92 Million
Q1 2023

May 12, 2023

SELL
$125.02 - $164.9 $236,662 - $312,155
-1,893 Reduced 5.76%
30,983 $5.11 Million
Q4 2022

Feb 09, 2023

SELL
$126.04 - $155.74 $338,417 - $418,161
-2,685 Reduced 7.55%
32,876 $4.27 Million
Q3 2022

Nov 08, 2022

SELL
$138.2 - $174.55 $212,413 - $268,283
-1,537 Reduced 4.14%
35,561 $4.92 Million
Q2 2022

Aug 10, 2022

BUY
$130.06 - $178.44 $195,090 - $267,660
1,500 Added 4.21%
37,098 $5.07 Million
Q1 2022

May 05, 2022

BUY
$150.62 - $182.01 $1.77 Million - $2.14 Million
11,737 Added 49.19%
35,598 $6.22 Million
Q3 2021

Nov 01, 2021

SELL
$137.27 - $156.69 $564,866 - $644,779
-4,115 Reduced 14.71%
23,861 $3.38 Million
Q2 2021

Jul 29, 2021

BUY
$122.77 - $136.96 $644,542 - $719,040
5,250 Added 23.1%
27,976 $3.83 Million
Q1 2021

May 06, 2021

SELL
$116.36 - $143.16 $657,434 - $808,854
-5,650 Reduced 19.91%
22,726 $2.78 Million
Q3 2020

Oct 30, 2020

BUY
$91.03 - $134.18 $1.55 Million - $2.28 Million
16,986 Added 149.13%
28,376 $3.29 Million
Q2 2020

Jul 31, 2020

SELL
$60.23 - $91.63 $129,494 - $197,004
-2,150 Reduced 15.88%
11,390 $4.16 Million
Q1 2020

May 05, 2020

SELL
$56.09 - $81.8 $138,766 - $202,373
-2,474 Reduced 15.45%
13,540 $3.44 Million
Q3 2019

Nov 05, 2019

BUY
$48.33 - $55.99 $273,064 - $316,343
5,650 Added 54.52%
16,014 $3.59 Million
Q2 2019

Jul 05, 2019

SELL
$43.33 - $52.94 $168,987 - $206,466
-3,900 Reduced 27.34%
10,364 $2.09 Million
Q1 2019

Apr 05, 2019

BUY
$35.55 - $48.77 $8,887 - $12,192
250 Added 1.78%
14,264 $2.71 Million
Q4 2018

Feb 01, 2019

BUY
$36.71 - $58.02 $1,798 - $2,842
49 Added 0.35%
14,014 $2.21 Million
Q3 2018

Oct 23, 2018

BUY
$45.98 - $57.09 $35,634 - $44,244
775 Added 5.88%
13,965 $3.15 Million
Q2 2018

Aug 01, 2018

SELL
$40.58 - $48.49 $49,710 - $59,400
-1,225 Reduced 8.5%
13,190 $2.44 Million
Q1 2018

May 03, 2018

BUY
$38.79 - $45.43 $83,398 - $97,674
2,150 Added 17.53%
14,415 $2.42 Million
Q4 2017

Feb 01, 2018

SELL
$38.37 - $44.1 $5,755 - $6,615
-150 Reduced 1.21%
12,265 $2.08 Million
Q3 2017

Nov 02, 2017

SELL
$37.18 - $41.01 $78,078 - $86,121
-2,100 Reduced 14.47%
12,415 $1.91 Million
Q2 2017

Aug 14, 2017

BUY
N/A
14,515
14,515 $2.31 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 $3.78T
  • 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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