Blue Zone Wealth Advisors, LLC Apple Inc. Transaction History

Blue Zone Wealth Advisors, LLC

  • $273 Million
  • Q2 2024

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 50,565 shares of AAPL stock, worth $11.2 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares
50,565
Previous 53,014 4.62%
Holding current value
$11.2 Million
Previous $9.09 Million 17.16%
% of portfolio
3.9%
Previous 3.33%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$165.0 - $216.67 $404,085 - $530,624
-2,449 Reduced 4.62%
50,565 $10.7 Million
Q1 2024

Apr 17, 2024
SELL
$169.0 - $195.18 $15,717 - $18,151
-93 Reduced 0.18%
53,014 $9.09 Million
Q4 2023

Jan 09, 2024
SELL
$166.89 - $198.11 $31,709 - $37,640
-190 Reduced 0.36%
53,107 $10.2 Million
Q3 2023

Oct 13, 2023
SELL
$170.43 - $196.45 $5,453 - $6,286
-32 Reduced 0.06%
53,297 $9.12 Million
Q2 2023

Jul 24, 2023
BUY
$160.1 - $193.97 $13,448 - $16,293
84 Added 0.16%
53,329 $10.3 Million
Q1 2023

Apr 20, 2023
SELL
$125.02 - $164.9 $57,384 - $75,689
-459 Reduced 0.85%
53,245 $8.78 Million
Q4 2022

Jan 27, 2023
SELL
$126.04 - $155.74 $178,220 - $220,216
-1,414 Reduced 2.57%
53,704 $0
Q3 2022

Oct 14, 2022
SELL
$138.2 - $174.55 $21,697 - $27,404
-157 Reduced 0.28%
55,118 $7.62 Million
Q2 2022

Jul 13, 2022
BUY
$130.06 - $178.44 $151,389 - $207,704
1,164 Added 2.15%
55,275 $7.56 Million
Q1 2022

Apr 08, 2022
BUY
$150.62 - $182.01 $1.49 Million - $1.8 Million
9,894 Added 22.38%
54,111 $9.45 Million
Q4 2021

Jan 24, 2022
BUY
$139.14 - $180.33 $88,214 - $114,329
634 Added 1.45%
44,217 $7.85 Million
Q3 2021

Oct 26, 2021
SELL
$137.27 - $156.69 $170,901 - $195,079
-1,245 Reduced 2.78%
43,583 $6.17 Million
Q2 2021

Aug 04, 2021
BUY
$122.77 - $136.96 $84,465 - $94,228
688 Added 1.56%
44,828 $6.14 Million
Q1 2021

May 04, 2021
BUY
$116.36 - $143.16 $46,893 - $57,693
403 Added 0.92%
44,140 $5.39 Million
Q4 2020

Jan 22, 2021
SELL
$108.77 - $136.69 $13,161 - $16,539
-121 Reduced 0.28%
43,737 $5.8 Million
Q3 2020

Oct 23, 2020
BUY
$91.03 - $134.18 $3 Million - $4.42 Million
32,907 Added 300.49%
43,858 $5.08 Million
Q2 2020

Jul 20, 2020
BUY
$60.23 - $91.63 $8,552 - $13,011
142 Added 1.31%
10,951 $4 Million
Q1 2020

Apr 29, 2020
BUY
$56.09 - $81.8 $122,837 - $179,142
2,190 Added 25.41%
10,809 $2.75 Million
Q4 2019

Feb 13, 2020
BUY
$54.74 - $73.41 $471,804 - $632,720
8,619 New
8,619 $2.53 Million

Others Institutions Holding AAPL

# of Institutions
5,672
Shares Held
8.98B
Call Options Held
190M
Put Options Held
167M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.55T
  • 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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