Boston Standard Wealth Management, LLC Apple Inc. Transaction History

Boston Standard Wealth Management, LLC

$514 Billion
Q3 2024

A detailed history of Boston Standard Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 3,785 shares of AAPL stock, worth $851,625. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,785

Previous 4,000 5.38%

Holding current value

$851,625

Previous $843 Million 4.63%

% of portfolio

0.17%

Previous 0.19%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$207.23 - $234.82 $44,554 - $50,486	-215 Reduced 5.38%	3,785 $882 Million
Q2 2024 Jul 10, 2024	SELL	$165.0 - $216.67 $85,965 - $112,885	-521 Reduced 11.52%	4,000 $843 Million
Q1 2024 Apr 11, 2024	SELL	$169.0 - $195.18 $19,604 - $22,640	-116 Reduced 2.5%	4,521 $775 Million
Q3 2023 Oct 10, 2023	SELL	$170.43 - $196.45 $427,779 - $493,089	-2,510 Reduced 35.12%	4,637 $794 Million
Q2 2023 Jul 06, 2023	SELL	$160.1 - $193.97 $183,954 - $222,871	-1,149 Reduced 13.85%	7,147 $1.39 Billion
Q1 2023 Apr 04, 2023	SELL	$125.02 - $164.9 $4,000 - $5,276	-32 Reduced 0.38%	8,296 $1.37 Billion
Q4 2022 Jan 10, 2023	SELL	$126.04 - $155.74 $47,895 - $59,181	-380 Reduced 4.36%	8,328 $1.08 Billion
Q3 2022 Oct 13, 2022	BUY	$138.2 - $174.55 $116,917 - $147,669	846 Added 10.76%	8,708 $1.2 Billion
Q2 2022 Jul 12, 2022	BUY	$130.06 - $178.44 $4,422 - $6,066	34 Added 0.43%	7,862 $1.09 Billion
Q1 2022 Apr 12, 2022	SELL	$150.62 - $182.01 $5,422 - $6,552	-36 Reduced 0.46%	7,828 $1.37 Billion
Q4 2021 Jan 18, 2022	BUY	$139.14 - $180.33 $695 - $901	5 Added 0.06%	7,864 $1.4 Billion
Q3 2021 Oct 07, 2021	SELL	$137.27 - $156.69 $12,628 - $14,415	-92 Reduced 1.16%	7,859 $1.11 Billion
Q2 2021 Jul 13, 2021	BUY	$122.77 - $136.96 $736 - $821	6 Added 0.08%	7,951 $1.09 Billion
Q1 2021 Apr 19, 2021	BUY	$116.36 - $143.16 $3,607 - $4,437	31 Added 0.39%	7,945 $970,000
Q4 2020 Jan 12, 2021	BUY	$108.77 - $136.69 $652 - $820	6 Added 0.08%	7,914 $1.05 Billion
Q3 2020 Oct 20, 2020	BUY	$91.03 - $134.18 $540,080 - $796,089	5,933 Added 300.41%	7,908 $915,000
Q2 2020 Jul 06, 2020	BUY	$60.23 - $91.63 $62,217 - $94,653	1,033 Added 109.66%	1,975 $721 Million
Q1 2020 Apr 13, 2020	SELL	$56.09 - $81.8 $2,019 - $2,944	-36 Reduced 3.68%	942 $227 Million
Q4 2019 Jan 06, 2020	SELL	$54.74 - $73.41 $21,567 - $28,923	-394 Reduced 28.72%	978 $287 Million
Q3 2019 Oct 08, 2019	BUY	$48.33 - $55.99 $48 - $55	1 Added 0.07%	1,372 $307 Million
Q2 2019 Jul 09, 2019	BUY	$43.33 - $52.94 $59,405 - $72,580	1,371 New	1,371 $278 Million
Q4 2018 Jan 10, 2019	SELL	$36.71 - $58.02 $32,671 - $51,637	-890 Closed	0 $0
Q3 2018 Oct 03, 2018	BUY	$45.98 - $57.09 $40,922 - $50,810	890 New	890 $204 Million

Others Institutions Holding AAPL

# of Institutions

5,694

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 $3.62T
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 Boston Standard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Standard Wealth Management, LLC with notifications on news.

Account

Boston Standard Wealth Management, LLC Apple Inc. Transaction History