Capital Advisors Wealth Management, LLC Apple Inc. Transaction History

Capital Advisors Wealth Management, LLC

$623 Million
Q2 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 60,739 shares of AAPL stock, worth $15.6 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

60,739

Previous 56,188 8.1%

Holding current value

$15.6 Million

Previous $12.5 Million 0.16%

% of portfolio

2.0%

Previous 2.23%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$172.42 - $223.89 $784,683 - $1.02 Million	4,551 Added 8.1%	60,739 $12.5 Million
Q1 2025 Apr 24, 2025	BUY	$209.68 - $247.1 $680,201 - $801,592	3,244 Added 6.13%	56,188 $12.5 Million
Q4 2024 Jan 14, 2025	BUY	$221.69 - $259.02 $535,159 - $625,274	2,414 Added 4.78%	52,944 $13.3 Million
Q3 2024 Oct 15, 2024	SELL	$207.23 - $234.82 $224,430 - $254,310	-1,083 Reduced 2.1%	50,530 $11.8 Million
Q2 2024 Jul 16, 2024	BUY	$165.0 - $216.67 $961,455 - $1.26 Million	5,827 Added 12.73%	51,613 $10.9 Million
Q1 2024 Apr 12, 2024	SELL	$169.0 - $195.18 $325,832 - $376,307	-1,928 Reduced 4.04%	45,786 $7.85 Million
Q4 2023 Jan 08, 2024	BUY	$166.89 - $198.11 $127,503 - $151,356	764 Added 1.63%	47,714 $9.19 Million
Q3 2023 Oct 10, 2023	BUY	$170.43 - $196.45 $173,497 - $199,986	1,018 Added 2.22%	46,950 $8.04 Million
Q2 2023 Jul 11, 2023	BUY	$160.1 - $193.97 $75,887 - $91,941	474 Added 1.04%	45,932 $8.91 Million
Q1 2023 Apr 14, 2023	BUY	$125.02 - $164.9 $102,766 - $135,547	822 Added 1.84%	45,458 $7.5 Million
Q4 2022 Feb 09, 2023	SELL	$126.04 - $155.74 $55,331 - $68,369	-439 Reduced 0.97%	44,636 $5.8 Million
Q3 2022 Nov 14, 2022	BUY	$138.2 - $174.55 $12,576 - $15,884	91 Added 0.2%	45,075 $6.23 Million
Q2 2022 Aug 04, 2022	BUY	$130.06 - $178.44 $476,409 - $653,625	3,663 Added 8.86%	44,984 $6.15 Million
Q1 2022 May 09, 2022	BUY	$150.62 - $182.01 $65,670 - $79,356	436 Added 1.07%	41,321 $7.22 Million
Q4 2021 Feb 04, 2022	BUY	$139.14 - $180.33 $723,667 - $937,896	5,201 Added 14.58%	40,885 $7.26 Million
Q3 2021 Nov 12, 2021	BUY	$137.27 - $156.69 $104,050 - $118,771	758 Added 2.17%	35,684 $5.05 Million
Q2 2021 Aug 13, 2021	BUY	$122.77 - $136.96 $55,492 - $61,905	452 Added 1.31%	34,926 $4.78 Million
Q1 2021 Apr 20, 2021	BUY	$116.36 - $143.16 $4.01 Million - $4.94 Million	34,474 New	34,474 $4.21 Million

Others Institutions Holding AAPL

# of Institutions

6,480

Shares Held

9.35B

Call Options Held

174M

Put Options Held

173M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $4.13T
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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Capital Advisors Wealth Management, LLC Apple Inc. Transaction History