A detailed history of Collaborative Wealth Managment Inc. transactions in Apple Inc. stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 26,511 shares of AAPL stock, worth $6 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
26,511
Previous 26,586 0.28%
Holding current value
$6 Million
Previous $4.56 Million 22.49%
% of portfolio
2.8%
Previous 2.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$165.0 - $216.67 $12,375 - $16,250
-75 Reduced 0.28%
26,511 $5.58 Million
Q1 2024

May 10, 2024

SELL
$169.0 - $195.18 $75,036 - $86,659
-444 Reduced 1.64%
26,586 $4.56 Million
Q4 2023

Feb 07, 2024

SELL
$166.89 - $198.11 $73,765 - $87,564
-442 Reduced 1.61%
27,030 $5.2 Million
Q3 2023

Nov 09, 2023

SELL
$170.43 - $196.45 $61,013 - $70,329
-358 Reduced 1.29%
27,472 $4.7 Million
Q2 2023

Aug 07, 2023

BUY
$160.1 - $193.97 $8,805 - $10,668
55 Added 0.2%
27,830 $5.4 Million
Q1 2023

May 08, 2023

SELL
$125.02 - $164.9 $14,752 - $19,458
-118 Reduced 0.42%
27,775 $4.58 Million
Q4 2022

Feb 10, 2023

BUY
$126.04 - $155.74 $8,696 - $10,746
69 Added 0.25%
27,893 $3.62 Million
Q3 2022

Nov 14, 2022

BUY
$138.2 - $174.55 $18,657 - $23,564
135 Added 0.49%
27,824 $3.85 Million
Q2 2022

Aug 15, 2022

SELL
$130.06 - $178.44 $199,642 - $273,905
-1,535 Reduced 5.25%
27,689 $3.79 Million
Q4 2021

Feb 11, 2022

BUY
$139.14 - $180.33 $213,301 - $276,445
1,533 Added 5.54%
29,224 $5.19 Million
Q1 2021

May 12, 2022

BUY
$116.36 - $143.16 $3.22 Million - $3.96 Million
27,691 New
27,691 $4.84 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 $3.64T
  • 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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