Clearview Wealth Advisors LLC Apple Inc. Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 5,601 shares of AAPL stock, worth $1.43 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

5,601

Previous 5,947 5.82%

Holding current value

$1.43 Million

Previous $1.25 Million 4.15%

% of portfolio

1.01%

Previous 1.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$207.23 - $234.82 $71,701 - $81,247	-346 Reduced 5.82%	5,601 $1.3 Million
Q2 2024 Jul 31, 2024	SELL	$165.0 - $216.67 $13,035 - $17,116	-79 Reduced 1.31%	5,947 $1.25 Million
Q1 2024 Apr 09, 2024	SELL	$169.0 - $195.18 $91,429 - $105,592	-541 Reduced 8.24%	6,026 $1.03 Million
Q4 2023 Jan 12, 2024	BUY	$166.89 - $198.11 $73,932 - $87,762	443 Added 7.23%	6,567 $1.26 Million
Q3 2023 Oct 30, 2023	SELL	$170.43 - $196.45 $216,446 - $249,491	-1,270 Reduced 17.18%	6,124 $1.05 Million
Q2 2023 Aug 07, 2023	BUY	$160.1 - $193.97 $800 - $969	5 Added 0.07%	7,394 $1.43 Million
Q1 2023 Apr 12, 2023	SELL	$125.02 - $164.9 $200,907 - $264,994	-1,607 Reduced 17.86%	7,389 $1.22 Million
Q4 2022 Jan 31, 2023	SELL	$126.04 - $155.74 $37,433 - $46,254	-297 Reduced 3.2%	8,996 $1.17 Million
Q3 2022 Oct 18, 2022	BUY	$138.2 - $174.55 $11,608 - $14,662	84 Added 0.91%	9,293 $1.28 Million
Q2 2022 Aug 05, 2022	BUY	$130.06 - $178.44 $33,165 - $45,502	255 Added 2.85%	9,209 $1.26 Million
Q1 2022 Apr 29, 2022	SELL	$150.62 - $182.01 $840,610 - $1.02 Million	-5,581 Reduced 38.4%	8,954 $1.56 Million
Q4 2021 Feb 02, 2022	SELL	$139.14 - $180.33 $75,413 - $97,738	-542 Reduced 3.59%	14,535 $2.58 Million
Q3 2021 Nov 02, 2021	SELL	$137.27 - $156.69 $98,422 - $112,346	-717 Reduced 4.54%	15,077 $2.13 Million
Q2 2021 Jul 30, 2021	BUY	$122.77 - $136.96 $25,413 - $28,350	207 Added 1.33%	15,794 $2.16 Million
Q1 2021 May 06, 2021	SELL	$116.36 - $143.16 $21,410 - $26,341	-184 Reduced 1.17%	15,587 $1.9 Million
Q4 2020 Jan 21, 2021	BUY	$108.77 - $136.69 $1.72 Million - $2.16 Million	15,771 New	15,771 $2.09 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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.

Account

Clearview Wealth Advisors LLC Apple Inc. Transaction History