Burt Wealth Advisors Apple Inc. Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

A detailed history of Burt Wealth Advisors transactions in Apple Inc. stock. As of the latest transaction made, Burt Wealth Advisors holds 27,436 shares of AAPL stock, worth $6.66 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

27,436

Previous 28,831 4.84%

Holding current value

$6.66 Million

Previous $6.07 Million 5.22%

% of portfolio

1.6%

Previous 1.6%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$207.23 - $234.82 $289,085 - $327,573	-1,395 Reduced 4.84%	27,436 $6.39 Million
Q2 2024 Jul 16, 2024	SELL	$165.0 - $216.67 $1.41 Million - $1.85 Million	-8,534 Reduced 22.84%	28,831 $6.07 Million
Q1 2024 Apr 18, 2024	BUY	$169.0 - $195.18 $1.42 Million - $1.64 Million	8,427 Added 29.12%	37,365 $6.41 Million
Q4 2023 Feb 01, 2024	SELL	$166.89 - $198.11 $37,383 - $44,376	-224 Reduced 0.77%	28,938 $5.57 Million
Q3 2023 Oct 11, 2023	SELL	$170.43 - $196.45 $132,594 - $152,838	-778 Reduced 2.6%	29,162 $4.99 Million
Q2 2023 Jul 18, 2023	SELL	$160.1 - $193.97 $54,594 - $66,143	-341 Reduced 1.13%	29,940 $5.81 Million
Q1 2023 Apr 13, 2023	BUY	$125.02 - $164.9 $7,751 - $10,223	62 Added 0.21%	30,281 $4.99 Million
Q4 2022 Jan 17, 2023	BUY	$126.04 - $155.74 $3.81 Million - $4.71 Million	30,219 New	30,219 $3.93 Million
Q2 2022 Jul 29, 2022	SELL	$130.06 - $178.44 $1,560 - $2,141	-12 Reduced 0.04%	29,953 $4.1 Million
Q1 2022 Apr 19, 2022	BUY	$150.62 - $182.01 $4.51 Million - $5.45 Million	29,965 New	29,965 $5.23 Million
Q4 2021 Jan 13, 2022	SELL	$139.14 - $180.33 $4.15 Million - $5.37 Million	-29,793 Closed	0 $0
Q3 2021 Oct 06, 2021	SELL	$137.27 - $156.69 $115,444 - $131,776	-841 Reduced 2.75%	29,793 $4.22 Million
Q2 2021 Jul 14, 2021	SELL	$122.77 - $136.96 $22,589 - $25,200	-184 Reduced 0.6%	30,634 $4.2 Million
Q1 2021 Apr 15, 2021	SELL	$116.36 - $143.16 $273,678 - $336,712	-2,352 Reduced 7.09%	30,818 $3.76 Million
Q4 2020 Feb 11, 2021	SELL	$108.77 - $136.69 $45,465 - $57,136	-418 Reduced 1.24%	33,170 $4.4 Million
Q3 2020 Nov 10, 2020	BUY	$91.03 - $134.18 $2.29 Million - $3.37 Million	25,146 Added 297.87%	33,588 $3.89 Million
Q2 2020 Aug 05, 2020	SELL	$60.23 - $91.63 $1,686 - $2,565	-28 Reduced 0.33%	8,442 $3.08 Million
Q1 2020 Apr 29, 2020	SELL	$56.09 - $81.8 $11,161 - $16,278	-199 Reduced 2.3%	8,470 $2.15 Million
Q4 2019 Jan 29, 2020	SELL	$54.74 - $73.41 $7,444 - $9,983	-136 Reduced 1.54%	8,669 $2.55 Million
Q3 2019 Oct 31, 2019	BUY	$48.33 - $55.99 $16,915 - $19,596	350 Added 4.14%	8,805 $1.97 Million
Q4 2018 Feb 08, 2019	BUY	$36.71 - $58.02 $19,236 - $30,402	524 Added 6.61%	8,455 $1.33 Million
Q3 2018 Oct 30, 2018	SELL	$45.98 - $57.09 $1,195 - $1,484	-26 Reduced 0.33%	7,931 $1.79 Million
Q4 2017 Jan 30, 2018	BUY	$38.37 - $44.1 $19,491 - $22,402	508 Added 6.82%	7,957 $1.35 Million
Q3 2017 Nov 09, 2017	SELL	$37.18 - $41.01 $75,066 - $82,799	-2,019 Reduced 21.32%	7,449 $1.15 Million
Q2 2017 Aug 07, 2017	BUY	N/A	9,468	9,468 $1.36 Million

Others Institutions Holding AAPL

# of Institutions

5,710

Shares Held

8.68B

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 $3.9T
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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Burt Wealth Advisors Apple Inc. Transaction History