A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 170,327 shares of AAPL stock, worth $38.8 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
170,327
Previous 96,021 77.39%
Holding current value
$38.8 Million
Previous $20.2 Million 96.16%
% of portfolio
0.92%
Previous 0.43%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.66T
  • 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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