Cfm Wealth Partners LLC Apple Inc. Transaction History

Cfm Wealth Partners LLC

$568 Million
Q3 2024

A detailed history of Cfm Wealth Partners LLC transactions in Apple Inc. stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 299,891 shares of AAPL stock, worth $76.3 Million. This represents 12.29% of its overall portfolio holdings.

Number of Shares

299,891

Previous 301,254 0.45%

Holding current value

$76.3 Million

Previous $70.2 Million 0.45%

% of portfolio

12.29%

Previous 14.48%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$207.23 - $234.82 $282,454 - $320,059	-1,363 Reduced 0.45%	299,891 $69.8 Million
Q3 2024 Oct 15, 2024	BUY	$207.23 - $234.82 $314,575 - $356,456	1,518 Added 0.51%	301,254 $70.2 Million
Q2 2024 Jul 18, 2024	SELL	$165.0 - $216.67 $250,470 - $328,905	-1,518 Reduced 0.5%	299,736 $63.1 Million
Q1 2024 Apr 15, 2024	SELL	$169.0 - $195.18 $866,125 - $1 Million	-5,125 Reduced 1.67%	301,254 $51.7 Million
Q4 2023 Jan 11, 2024	SELL	$166.89 - $198.11 $699,102 - $829,882	-4,189 Reduced 1.35%	306,379 $59 Million
Q3 2023 Oct 11, 2023	BUY	$170.43 - $196.45 $1.41 Million - $1.63 Million	8,285 Added 2.74%	310,568 $53.2 Million
Q2 2023 Jul 14, 2023	SELL	$160.1 - $193.97 $407,614 - $493,847	-2,546 Reduced 0.84%	302,283 $58.6 Million
Q1 2023 Apr 12, 2023	BUY	$125.02 - $164.9 $37.1 Million - $49 Million	297,063 Added 3825.17%	304,829 $50.3 Million
Q4 2022 Jan 19, 2023	BUY	$126.04 - $155.74 $37.5 Million - $46.4 Million	297,612 Added 3832.24%	305,378 $39.7 Billion
Q4 2022 Jan 19, 2023	SELL	$126.04 - $155.74 $37.8 Million - $46.6 Million	-299,523 Reduced 97.47%	7,766 $0
Q3 2022 Oct 17, 2022	SELL	$138.2 - $174.55 $54,036 - $68,249	-391 Reduced 0.13%	307,289 $42.5 Million
Q2 2022 Jul 12, 2022	SELL	$130.06 - $178.44 $824,450 - $1.13 Million	-6,339 Reduced 2.02%	307,680 $42.1 Million
Q1 2022 Apr 14, 2022	SELL	$150.62 - $182.01 $1 Million - $1.21 Million	-6,655 Reduced 2.08%	314,019 $54.8 Million
Q4 2021 Jan 21, 2022	SELL	$139.14 - $180.33 $318,213 - $412,414	-2,287 Reduced 0.71%	320,674 $58.4 Million
Q3 2021 Oct 25, 2021	BUY	$137.27 - $156.69 $46,122 - $52,647	336 Added 0.1%	322,961 $45.7 Million
Q2 2021 Jul 21, 2021	SELL	$122.77 - $136.96 $1.44 Million - $1.61 Million	-11,731 Reduced 3.51%	322,625 $44.2 Million
Q1 2021 May 17, 2021	SELL	$116.36 - $143.16 $607,399 - $747,295	-5,220 Reduced 1.54%	334,356 $40.8 Million
Q4 2020 Feb 10, 2021	SELL	$108.77 - $136.69 $300,749 - $377,947	-2,765 Reduced 0.81%	339,576 $45.1 Million
Q3 2020 Nov 10, 2020	BUY	$91.03 - $134.18 $22.9 Million - $33.8 Million	251,696 Added 277.67%	342,341 $39.6 Million
Q2 2020 Aug 14, 2020	SELL	$60.23 - $91.63 $374,931 - $570,396	-6,225 Reduced 6.43%	90,645 $33.1 Million
Q1 2020 May 12, 2020	BUY	$56.09 - $81.8 $24,399 - $35,583	435 Added 0.45%	96,870 $24.6 Million
Q4 2019 Jan 30, 2020	BUY	$54.74 - $73.41 $5.28 Million - $7.08 Million	96,435 New	96,435 $30.4 Million

Others Institutions Holding AAPL

# of Institutions

5,705

Shares Held

8.78B

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 $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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Cfm Wealth Partners LLC Apple Inc. Transaction History