A detailed history of Congress Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 721,264 shares of AAPL stock, worth $186 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
721,264
Previous 543,349 32.74%
Holding current value
$186 Million
Previous $114 Million 46.79%
% of portfolio
2.33%
Previous 1.87%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$207.23 - $234.82 $36.9 Million - $41.8 Million
177,915 Added 32.74%
721,264 $168 Million
Q2 2024

Aug 13, 2024

BUY
$165.0 - $216.67 $3.17 Million - $4.16 Million
19,189 Added 3.66%
543,349 $114 Million
Q1 2024

Apr 18, 2024

SELL
$169.0 - $195.18 $18.4 Million - $21.3 Million
-108,895 Reduced 17.2%
524,160 $89.9 Million
Q4 2023

Feb 09, 2024

BUY
$166.89 - $198.11 $15 Million - $17.8 Million
89,956 Added 16.56%
633,055 $122 Million
Q3 2023

Oct 30, 2023

BUY
$170.43 - $196.45 $11.1 Million - $12.8 Million
65,071 Added 13.61%
543,099 $93 Million
Q2 2023

Jul 13, 2023

BUY
$160.1 - $193.97 $754,391 - $913,986
4,712 Added 1.0%
478,028 $92.7 Million
Q1 2023

Apr 14, 2023

SELL
$125.02 - $164.9 $643,602 - $848,905
-5,148 Reduced 1.08%
473,316 $78 Million
Q4 2022

Feb 02, 2023

BUY
$126.04 - $155.74 $2.14 Million - $2.65 Million
16,990 Added 3.68%
478,464 $62.2 Million
Q3 2022

Nov 08, 2022

BUY
$138.2 - $174.55 $482,041 - $608,830
3,488 Added 0.76%
461,474 $63.8 Million
Q2 2022

Aug 11, 2022

SELL
$130.06 - $178.44 $1.43 Million - $1.96 Million
-10,999 Reduced 2.35%
457,986 $62.6 Million
Q1 2022

May 16, 2022

SELL
$150.62 - $182.01 $7.87 Million - $9.51 Million
-52,252 Reduced 10.02%
468,985 $81.9 Million
Q4 2021

Feb 04, 2022

BUY
$139.14 - $180.33 $72.5 Million - $94 Million
521,237 New
521,237 $92.6 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 $4.15T
  • 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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