A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 28,774 shares of AAPL stock, worth $6.53 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
28,774
Previous 27,760 3.65%
Holding current value
$6.53 Million
Previous $3.61 Million 31.56%
% of portfolio
1.45%
Previous 1.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

BUY
$125.02 - $164.9 $126,770 - $167,208
1,014 Added 3.65%
28,774 $4.74 Million
Q4 2022

Feb 07, 2023

BUY
$126.04 - $155.74 $1.44 Million - $1.78 Million
11,405 Added 69.73%
27,760 $3.61 Million
Q3 2022

Nov 02, 2022

SELL
$138.2 - $174.55 $13,819 - $17,455
-100 Reduced 0.61%
16,355 $2.29 Million
Q2 2022

Jul 19, 2022

BUY
$130.06 - $178.44 $8,844 - $12,133
68 Added 0.41%
16,455 $2.25 Million
Q1 2022

May 02, 2022

BUY
$150.62 - $182.01 $184,509 - $222,962
1,225 Added 8.08%
16,387 $2.86 Million
Q4 2021

Feb 10, 2022

BUY
$139.14 - $180.33 $2.11 Million - $2.73 Million
15,162 New
15,162 $2.69 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.64T
  • 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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