A detailed history of Castle Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Castle Wealth Management LLC holds 25,428 shares of AAPL stock, worth $5.72 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
25,428
Previous 23,896 6.41%
Holding current value
$5.72 Million
Previous $5.03 Million 17.69%
% of portfolio
3.13%
Previous 2.98%

Shares

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

Oct 31, 2024

BUY
$207.23 - $234.82 $317,476 - $359,744
1,532 Added 6.41%
25,428 $5.92 Million
Q2 2024

Jul 22, 2024

SELL
$165.0 - $216.67 $16,830 - $22,100
-102 Reduced 0.43%
23,896 $5.03 Million
Q1 2024

Apr 29, 2024

BUY
$169.0 - $195.18 $32,279 - $37,279
191 Added 0.8%
23,998 $4.12 Million
Q4 2023

Jan 31, 2024

SELL
$166.89 - $198.11 $13,017 - $15,452
-78 Reduced 0.33%
23,807 $4.58 Million
Q3 2023

Nov 03, 2023

SELL
$170.43 - $196.45 $202,470 - $233,382
-1,188 Reduced 4.74%
23,885 $4.09 Million
Q2 2023

Jul 17, 2023

SELL
$160.1 - $193.97 $115,912 - $140,434
-724 Reduced 2.81%
25,073 $4.86 Million
Q1 2023

May 04, 2023

SELL
$125.02 - $164.9 $6,501 - $8,574
-52 Reduced 0.2%
25,797 $4.25 Million
Q4 2022

Feb 09, 2023

SELL
$126.04 - $155.74 $426,015 - $526,401
-3,380 Reduced 11.56%
25,849 $3.36 Million
Q3 2022

Nov 07, 2022

SELL
$138.2 - $174.55 $90,520 - $114,330
-655 Reduced 2.19%
29,229 $4.04 Million
Q2 2022

Aug 01, 2022

BUY
$130.06 - $178.44 $3.89 Million - $5.33 Million
29,884 New
29,884 $4.09 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 $3.62T
  • 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
Track This Portfolio

Track Castle Wealth Management LLC Portfolio

Follow Castle Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castle Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Wealth Management LLC with notifications on news.