Boston Standard Wealth Management, LLC Apple Inc. Transaction History

Boston Standard Wealth Management, LLC

$465 Million
Q1 2025

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 4,000 shares of AAPL stock, worth $782,560. This represents 0.19% of its overall portfolio holdings.

Number of Shares

4,000

Previous 3,636 10.01%

Holding current value

$782,560

Previous $911 Million 99.9%

% of portfolio

0.19%

Previous 0.18%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$209.68 - $247.1 $76,323 - $89,944	364 Added 10.01%	4,000 $888,000
Q4 2024 Jan 27, 2025	SELL	$221.69 - $259.02 $33,031 - $38,593	-149 Reduced 3.94%	3,636 $911 Million
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

6,365

Shares Held

8.96B

Call Options Held

177M

Put Options Held

167M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.14T
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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Boston Standard Wealth Management, LLC Apple Inc. Transaction History