A detailed history of Connecticut Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 109,809 shares of AAPL stock, worth $24.2 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
109,809
Previous 110,173 0.33%
Holding current value
$24.2 Million
Previous $21.2 Million 11.23%
% of portfolio
1.0%
Previous 1.22%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

SELL
$169.0 - $195.18 $61,516 - $71,045
-364 Reduced 0.33%
109,809 $18.8 Million
Q4 2023

Feb 06, 2024

BUY
$166.89 - $198.11 $1.72 Million - $2.05 Million
10,333 Added 10.35%
110,173 $21.2 Million
Q3 2023

Oct 19, 2023

BUY
$170.43 - $196.45 $4.03 Million - $4.64 Million
23,635 Added 31.02%
99,840 $17.1 Million
Q2 2023

Jul 25, 2023

BUY
$160.1 - $193.97 $2.56 Million - $3.11 Million
16,018 Added 26.61%
76,205 $14.8 Million
Q1 2023

Apr 18, 2023

BUY
$125.02 - $164.9 $1.13 Million - $1.49 Million
9,009 Added 17.6%
60,187 $9.92 Million
Q4 2022

Jan 17, 2023

BUY
$126.04 - $155.74 $489,917 - $605,361
3,887 Added 8.22%
51,178 $0
Q3 2022

Nov 02, 2022

BUY
$138.2 - $174.55 $823,395 - $1.04 Million
5,958 Added 14.41%
47,291 $6.54 Million
Q2 2022

Jul 12, 2022

BUY
$130.06 - $178.44 $276,637 - $379,541
2,127 Added 5.43%
41,333 $5.65 Million
Q1 2022

Apr 18, 2022

SELL
$150.62 - $182.01 $31,328 - $37,858
-208 Reduced 0.53%
39,206 $6.85 Million
Q4 2021

Jan 24, 2022

BUY
$139.14 - $180.33 $59,273 - $76,820
426 Added 1.09%
39,414 $7 Million
Q3 2021

Nov 02, 2021

BUY
$137.27 - $156.69 $257,793 - $294,263
1,878 Added 5.06%
38,988 $5.52 Million
Q2 2021

Jul 29, 2021

SELL
$122.77 - $136.96 $856,689 - $955,706
-6,978 Reduced 15.83%
37,110 $5.08 Million
Q1 2021

May 12, 2021

SELL
$116.36 - $143.16 $22,224 - $27,343
-191 Reduced 0.43%
44,088 $5.39 Million
Q1 2021

Apr 29, 2021

BUY
$116.36 - $143.16 $118,803 - $146,166
1,021 Added 2.36%
44,279 $5.4 Million
Q4 2020

Jan 29, 2021

SELL
$108.77 - $136.69 $156,737 - $196,970
-1,441 Reduced 3.22%
43,258 $5.74 Million
Q3 2020

Oct 13, 2020

BUY
$91.03 - $134.18 $3.29 Million - $4.85 Million
36,136 Added 422.0%
44,699 $5.18 Million
Q2 2020

Jul 14, 2020

BUY
$60.23 - $91.63 $8,010 - $12,186
133 Added 1.58%
8,563 $3.12 Million
Q1 2020

Apr 20, 2020

SELL
$56.09 - $81.8 $34,158 - $49,816
-609 Reduced 6.74%
8,430 $2.14 Million
Q4 2019

Jan 29, 2020

BUY
$54.74 - $73.41 $14,177 - $19,013
259 Added 2.95%
9,039 $2.65 Million
Q3 2019

Oct 24, 2019

SELL
$48.33 - $55.99 $3,818 - $4,423
-79 Reduced 0.89%
8,780 $1.97 Million
Q2 2019

Jul 29, 2019

BUY
$43.33 - $52.94 $49,222 - $60,139
1,136 Added 14.71%
8,859 $1.75 Million
Q1 2019

Apr 23, 2019

BUY
$35.55 - $48.77 $18,272 - $25,067
514 Added 7.13%
7,723 $1.47 Million
Q4 2018

Jan 28, 2019

BUY
$36.71 - $58.02 $2,569 - $4,061
70 Added 0.98%
7,209 $1.14 Million
Q3 2018

Nov 14, 2018

SELL
$45.98 - $57.09 $1,563 - $1,941
-34 Reduced 0.47%
7,139 $1.62 Million
Q2 2018

Aug 07, 2018

SELL
$40.58 - $48.49 $973 - $1,163
-24 Reduced 0.33%
7,173 $1.34 Million
Q1 2018

May 08, 2018

BUY
$38.79 - $45.43 $18,386 - $21,533
474 Added 7.05%
7,197 $1.2 Million
Q4 2017

Feb 14, 2018

BUY
$38.37 - $44.1 $3,952 - $4,542
103 Added 1.56%
6,723 $1.17 Million
Q3 2017

Nov 08, 2017

BUY
$37.18 - $41.01 $246,131 - $271,486
6,620
6,620 $1.03 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 $3.54T
  • 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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