A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Apple Inc. stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 13,293 shares of AAPL stock, worth $3.38 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
13,293
Previous 13,144 1.13%
Holding current value
$3.38 Million
Previous $2.77 Million 11.81%
% of portfolio
1.83%
Previous 1.74%

Shares

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

Oct 21, 2024

BUY
$207.23 - $234.82 $30,877 - $34,988
149 Added 1.13%
13,293 $3.1 Million
Q2 2024

Jul 22, 2024

SELL
$165.0 - $216.67 $12,375 - $16,250
-75 Reduced 0.57%
13,144 $2.77 Million
Q1 2024

May 07, 2024

BUY
$169.0 - $195.18 $582,881 - $673,175
3,449 Added 35.3%
13,219 $2.27 Million
Q4 2023

Feb 08, 2024

BUY
$166.89 - $198.11 $196,596 - $233,373
1,178 Added 13.71%
9,770 $1.88 Million
Q3 2023

Nov 09, 2023

SELL
$170.43 - $196.45 $33,063 - $38,111
-194 Reduced 2.21%
8,592 $1.47 Million
Q2 2023

Aug 01, 2023

BUY
$160.1 - $193.97 $41,946 - $50,820
262 Added 3.07%
8,786 $1.7 Million
Q1 2023

Apr 26, 2023

BUY
$125.02 - $164.9 $38,381 - $50,624
307 Added 3.74%
8,524 $1.41 Million
Q4 2022

Feb 06, 2023

BUY
$126.04 - $155.74 $60,625 - $74,910
481 Added 6.22%
8,217 $1.07 Million
Q3 2022

Nov 09, 2022

BUY
$138.2 - $174.55 $4,837 - $6,109
35 Added 0.45%
7,736 $1.07 Million
Q2 2022

Aug 02, 2022

BUY
$130.06 - $178.44 $650 - $892
5 Added 0.06%
7,701 $1.05 Million
Q1 2022

May 05, 2022

SELL
$150.62 - $182.01 $171,104 - $206,763
-1,136 Reduced 12.86%
7,696 $1.34 Million
Q4 2021

Feb 10, 2022

BUY
$139.14 - $180.33 $1.23 Million - $1.59 Million
8,832 New
8,832 $1.57 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 $4.09T
  • 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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