Cliftonlarsonallen Wealth Advisors, LLC Apple Inc. Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 172,060 shares of AAPL stock, worth $34.8 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

172,060

Previous 171,916 0.08%

Holding current value

$34.8 Million

Previous $43.1 Million 11.22%

% of portfolio

0.71%

Previous 0.84%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$209.68 - $247.1 $30,193 - $35,582	144 Added 0.08%	172,060 $38.2 Million
Q4 2024 Jan 14, 2025	BUY	$221.69 - $259.02 $352,265 - $411,582	1,589 Added 0.93%	171,916 $43.1 Million
Q3 2024 Oct 11, 2024	BUY	$207.23 - $234.82 $15.4 Million - $17.4 Million	74,306 Added 77.39%	170,327 $39.7 Million
Q2 2024 Jul 11, 2024	BUY	$165.0 - $216.67 $514,305 - $675,360	3,117 Added 3.36%	96,021 $20.2 Million
Q1 2024 May 02, 2024	BUY	$169.0 - $195.18 $2.08 Million - $2.4 Million	12,288 Added 15.24%	92,904 $15.9 Million
Q4 2023 Jan 16, 2024	BUY	$166.89 - $198.11 $513,186 - $609,188	3,075 Added 3.97%	80,616 $15.5 Million
Q3 2023 Oct 13, 2023	SELL	$170.43 - $196.45 $189,859 - $218,845	-1,114 Reduced 1.42%	77,541 $13.3 Million
Q2 2023 Jul 14, 2023	SELL	$160.1 - $193.97 $1.17 Million - $1.41 Million	-7,290 Reduced 8.48%	78,655 $15.3 Million
Q1 2023 Apr 12, 2023	BUY	$125.02 - $164.9 $1.04 Million - $1.37 Million	8,281 Added 10.66%	85,945 $14.2 Million
Q4 2022 Jan 19, 2023	BUY	$126.04 - $155.74 $1.21 Million - $1.5 Million	9,622 Added 14.14%	77,664 $0
Q3 2022 Oct 12, 2022	BUY	$138.2 - $174.55 $155,198 - $196,019	1,123 Added 1.68%	68,042 $9.4 Million
Q2 2022 Jul 08, 2022	SELL	$130.06 - $178.44 $677,482 - $929,493	-5,209 Reduced 7.22%	66,919 $9.15 Million
Q1 2022 Apr 27, 2022	SELL	$150.62 - $182.01 $154,234 - $186,378	-1,024 Reduced 1.4%	72,128 $12.6 Million
Q4 2021 Jan 26, 2022	BUY	$139.14 - $180.33 $41,602 - $53,918	299 Added 0.41%	73,152 $13 Million
Q3 2021 Nov 02, 2021	BUY	$137.27 - $156.69 $10 Million - $11.4 Million	72,853 New	72,853 $10.3 Million
Q3 2021 Oct 14, 2021	SELL	$137.27 - $156.69 $11.9 Million - $13.6 Million	-86,949 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$122.77 - $136.96 $905,305 - $1.01 Million	-7,374 Reduced 7.82%	86,949 $11.9 Million
Q1 2021 May 24, 2021	SELL	$116.36 - $143.16 $5.4 Million - $6.64 Million	-46,373 Reduced 32.96%	94,323 $11.5 Million
Q4 2020 Jan 14, 2021	BUY	$108.77 - $136.69 $418,764 - $526,256	3,850 Added 2.81%	140,696 $18.7 Million
Q3 2020 Oct 13, 2020	BUY	$91.03 - $134.18 $1.25 Million - $1.84 Million	13,744 Added 11.16%	136,846 $15.8 Million
Q2 2020 Jul 16, 2020	BUY	$60.23 - $91.63 $5.21 Million - $7.93 Million	86,557 Added 236.85%	123,102 $44.9 Million
Q4 2019 Jan 29, 2020	SELL	$54.74 - $73.41 $133,565 - $179,120	-2,440 Reduced 6.26%	36,545 $10.7 Million
Q3 2019 Oct 07, 2019	BUY	$48.33 - $55.99 $1.1 Million - $1.28 Million	22,821 Added 141.18%	38,985 $8.73 Million
Q2 2019 Jul 17, 2019	BUY	$43.33 - $52.94 $8,709 - $10,640	201 Added 1.26%	16,164 $3.2 Million
Q1 2019 Apr 09, 2019	SELL	$35.55 - $48.77 $65,518 - $89,883	-1,843 Reduced 10.35%	15,963 $3.03 Million
Q4 2018 Jan 22, 2019	SELL	$36.71 - $58.02 $4,552 - $7,194	-124 Reduced 0.69%	17,806 $2.81 Million
Q3 2018 Nov 05, 2018	BUY	$45.98 - $57.09 $3,126 - $3,882	68 Added 0.38%	17,930 $4.05 Million
Q2 2018 Jul 23, 2018	BUY	$40.58 - $48.49 $157,369 - $188,044	3,878 Added 27.73%	17,862 $3.31 Million
Q1 2018 Apr 26, 2018	SELL	$38.79 - $45.43 $12,839 - $15,037	-331 Reduced 2.31%	13,984 $2.35 Million
Q4 2017 Jan 31, 2018	BUY	$38.37 - $44.1 $460 - $529	12 Added 0.08%	14,315 $2.42 Million
Q3 2017 Nov 06, 2017	BUY	$37.18 - $41.01 $531,785 - $586,566	14,303	14,303 $2.2 Million

Others Institutions Holding AAPL

# of Institutions

6,304

Shares Held

9.04B

Call Options Held

219M

Put Options Held

221M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.25T
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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Cliftonlarsonallen Wealth Advisors, LLC Apple Inc. Transaction History