Blodgett Wealth Advisors, LLC Apple Inc. Transaction History

Blodgett Wealth Advisors, LLC

$119 Million
Q3 2024

A detailed history of Blodgett Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Blodgett Wealth Advisors, LLC holds 68,566 shares of AAPL stock, worth $15.8 Million. This represents 13.43% of its overall portfolio holdings.

Number of Shares

68,566

Previous 69,869 1.86%

Holding current value

$15.8 Million

Previous $14.7 Million 8.52%

% of portfolio

13.43%

Previous 12.46%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$207.23 - $234.82 $270,020 - $305,970	-1,303 Reduced 1.86%	68,566 $16 Million
Q2 2024 Jul 23, 2024	SELL	$165.0 - $216.67 $252,945 - $332,155	-1,533 Reduced 2.15%	69,869 $14.7 Million
Q1 2024 Apr 22, 2024	BUY	$169.0 - $195.18 $144,495 - $166,878	855 Added 1.21%	71,402 $12.2 Million
Q4 2023 Feb 02, 2024	SELL	$166.89 - $198.11 $89,453 - $106,186	-536 Reduced 0.75%	70,547 $13.6 Million
Q3 2023 Oct 27, 2023	BUY	$170.43 - $196.45 $58,287 - $67,185	342 Added 0.48%	71,083 $12.2 Million
Q2 2023 Jul 26, 2023	BUY	$160.1 - $193.97 $13,768 - $16,681	86 Added 0.12%	70,741 $13.7 Million
Q1 2023 Apr 21, 2023	SELL	$125.02 - $164.9 $113,643 - $149,894	-909 Reduced 1.27%	70,655 $11.7 Million
Q4 2022 Feb 02, 2023	BUY	$126.04 - $155.74 $9,957 - $12,303	79 Added 0.11%	71,564 $9.3 Million
Q3 2022 Oct 21, 2022	SELL	$138.2 - $174.55 $772,123 - $975,210	-5,587 Reduced 7.25%	71,485 $9.88 Million
Q2 2022 Jul 20, 2022	BUY	$130.06 - $178.44 $893,252 - $1.23 Million	6,868 Added 9.78%	77,072 $10.5 Million
Q1 2022 Apr 27, 2022	BUY	$150.62 - $182.01 $358,927 - $433,729	2,383 Added 3.51%	70,204 $12.3 Million
Q4 2021 Feb 02, 2022	BUY	$139.14 - $180.33 $9.44 Million - $12.2 Million	67,821 New	67,821 $12 Million

Others Institutions Holding AAPL

# of Institutions

5,695

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 $3.69T
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Blodgett Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blodgett Wealth Advisors, LLC with notifications on news.

Account

Blodgett Wealth Advisors, LLC Apple Inc. Transaction History