Bsw Wealth Partners Apple Inc. Transaction History

Bsw Wealth Partners

  • $661 Million
  • Q3 2024

A detailed history of Bsw Wealth Partners transactions in Apple Inc. stock. As of the latest transaction made, Bsw Wealth Partners holds 102,798 shares of AAPL stock, worth $23.4 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares
102,798
Previous 100,664 2.12%
Holding current value
$23.4 Million
Previous $21.2 Million 12.92%
% of portfolio
3.62%
Previous 3.5%

Shares

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

Oct 29, 2024
BUY
$207.23 - $234.82 $442,228 - $501,105
2,134 Added 2.12%
102,798 $23.9 Million
Q2 2024

Jul 16, 2024
SELL
$165.0 - $216.67 $310,695 - $407,989
-1,883 Reduced 1.84%
100,664 $21.2 Million
Q1 2024

Apr 23, 2024
BUY
$169.0 - $195.18 $551,785 - $637,262
3,265 Added 3.29%
102,547 $17.6 Million
Q4 2023

Jan 25, 2024
SELL
$166.89 - $198.11 $7,343 - $8,716
-44 Reduced 0.04%
99,282 $19.1 Million
Q3 2023

Oct 27, 2023
BUY
$170.43 - $196.45 $956,794 - $1.1 Million
5,614 Added 5.99%
99,326 $17 Million
Q2 2023

Aug 11, 2023
SELL
$160.1 - $193.97 $588,047 - $712,451
-3,673 Reduced 3.77%
93,712 $18.2 Million
Q1 2023

May 15, 2023
SELL
$125.02 - $164.9 $652,604 - $860,778
-5,220 Reduced 5.09%
97,385 $16.1 Million
Q4 2022

Feb 13, 2023
SELL
$126.04 - $155.74 $74,741 - $92,353
-593 Reduced 0.57%
102,605 $13.3 Million
Q3 2022

Nov 14, 2022
SELL
$138.2 - $174.55 $103,235 - $130,388
-747 Reduced 0.72%
103,198 $14.3 Million
Q2 2022

Aug 15, 2022
BUY
$130.06 - $178.44 $287,952 - $395,066
2,214 Added 2.18%
103,945 $14.2 Million
Q1 2022

May 16, 2022
BUY
$150.62 - $182.01 $164,627 - $198,936
1,093 Added 1.09%
101,731 $17.8 Million
Q4 2021

Feb 14, 2022
BUY
$139.14 - $180.33 $1.86 Million - $2.41 Million
13,339 Added 15.28%
100,638 $17.9 Million
Q3 2021

Nov 15, 2021
SELL
$137.27 - $156.69 $6.56 Million - $7.48 Million
-47,761 Reduced 35.36%
87,299 $12.4 Million
Q2 2021

Aug 16, 2021
BUY
$122.77 - $136.96 $144,254 - $160,928
1,175 Added 0.88%
135,060 $18.5 Million
Q1 2021

May 17, 2021
BUY
$116.36 - $143.16 $689,316 - $848,079
5,924 Added 4.63%
133,885 $16.4 Million
Q4 2020

Feb 16, 2021
BUY
$108.77 - $136.69 $5.93 Million - $7.45 Million
54,504 Added 74.2%
127,961 $17 Million
Q3 2020

Nov 13, 2020
BUY
$91.03 - $134.18 $5.4 Million - $7.97 Million
59,374 Added 421.6%
73,457 $8.51 Million
Q2 2020

Aug 13, 2020
BUY
$60.23 - $91.63 $58,121 - $88,422
965 Added 7.36%
14,083 $5.14 Million
Q1 2020

May 14, 2020
SELL
$56.09 - $81.8 $23,669 - $34,519
-422 Reduced 3.12%
13,118 $3.34 Million
Q4 2019

Feb 18, 2020
BUY
$54.74 - $73.41 $741,179 - $993,971
13,540 New
13,540 $3.98 Million
Q3 2019

Nov 12, 2019
SELL
$48.33 - $55.99 $632,011 - $732,181
-13,077 Closed
0 $0
Q2 2019

Aug 13, 2019
BUY
$43.33 - $52.94 $129,556 - $158,290
2,990 Added 29.64%
13,077 $2.59 Million
Q1 2019

May 14, 2019
SELL
$35.55 - $48.77 $35,123 - $48,184
-988 Reduced 8.92%
10,087 $1.92 Million
Q4 2018

Feb 13, 2019
BUY
$36.71 - $58.02 $8,993 - $14,214
245 Added 2.26%
11,075 $1.75 Million
Q3 2018

Nov 09, 2018
BUY
$45.98 - $57.09 $9,793 - $12,160
213 Added 2.01%
10,830 $2.45 Million
Q2 2018

Aug 07, 2018
BUY
$40.58 - $48.49 $13,756 - $16,438
339 Added 3.3%
10,617 $1.97 Million
Q1 2018

May 10, 2018
SELL
$38.79 - $45.43 $72,420 - $84,817
-1,867 Reduced 15.37%
10,278 $1.72 Million
Q4 2017

Feb 08, 2018
BUY
$38.37 - $44.1 $1,419 - $1,631
37 Added 0.31%
12,145 $2.06 Million
Q3 2017

Nov 03, 2017
BUY
$37.18 - $41.01 $450,175 - $496,549
12,108
12,108 $1.87 Million

Others Institutions Holding AAPL

# of Institutions
5,693
Shares Held
8.8B
Call Options Held
219M
Put Options Held
196M
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 $3.66T
  • 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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