A detailed history of Consilio Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 17,146 shares of AAPL stock, worth $4.07 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
17,146
Previous 13,822 24.05%
Holding current value
$4.07 Million
Previous $2.91 Million 37.17%
% of portfolio
1.65%
Previous 1.31%

Shares

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

Oct 07, 2024

BUY
$207.23 - $234.82 $688,832 - $780,541
3,324 Added 24.05%
17,146 $3.99 Million
Q2 2024

Jul 12, 2024

BUY
$165.0 - $216.67 $155,265 - $203,886
941 Added 7.31%
13,822 $2.91 Million
Q1 2024

Apr 18, 2024

BUY
$169.0 - $195.18 $58,643 - $67,727
347 Added 2.77%
12,881 $2.21 Million
Q4 2023

Jan 11, 2024

BUY
$166.89 - $198.11 $458,279 - $544,010
2,746 Added 28.05%
12,534 $2.41 Million
Q3 2023

Oct 11, 2023

BUY
$170.43 - $196.45 $19,088 - $22,002
112 Added 1.16%
9,788 $1.68 Million
Q2 2023

Jul 13, 2023

BUY
$160.1 - $193.97 $35,542 - $43,061
222 Added 2.35%
9,676 $1.88 Million
Q1 2023

Apr 06, 2023

BUY
$125.02 - $164.9 $22,503 - $29,682
180 Added 1.94%
9,454 $1.56 Million
Q4 2022

Jan 25, 2023

BUY
$126.04 - $155.74 $226,115 - $279,397
1,794 Added 23.98%
9,274 $0
Q3 2022

Oct 20, 2022

BUY
$138.2 - $174.55 $662,392 - $836,618
4,793 Added 178.38%
7,480 $1.03 Million
Q2 2022

Jul 27, 2022

BUY
$130.06 - $178.44 $91,042 - $124,908
700 Added 35.23%
2,687 $367,000
Q1 2022

May 16, 2022

SELL
$150.62 - $182.01 $5,121 - $6,188
-34 Reduced 1.68%
1,987 $347,000
Q4 2021

Feb 14, 2022

BUY
$139.14 - $180.33 $281,201 - $364,446
2,021 New
2,021 $359,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.81T
  • 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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