A detailed history of Consilium Wealth Advisory, LLC transactions in Apple Inc. stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 71,970 shares of AAPL stock, worth $16 Million. This represents 8.34% of its overall portfolio holdings.

Number of Shares
71,970
Previous 67,961 5.9%
Holding current value
$16 Million
Previous $11.7 Million 30.08%
% of portfolio
8.34%
Previous 6.59%

Shares

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

Aug 01, 2024

BUY
$165.0 - $216.67 $661,485 - $868,630
4,009 Added 5.9%
71,970 $15.2 Million
Q1 2024

Apr 30, 2024

BUY
$169.0 - $195.18 $145,847 - $168,440
863 Added 1.29%
67,961 $11.7 Million
Q4 2023

Jan 10, 2024

SELL
$166.89 - $198.11 $109,980 - $130,554
-659 Reduced 0.97%
67,098 $12.9 Million
Q3 2023

Oct 10, 2023

BUY
$170.43 - $196.45 $136,173 - $156,963
799 Added 1.19%
67,757 $11.6 Million
Q2 2023

Jul 13, 2023

BUY
$160.1 - $193.97 $330,926 - $400,935
2,067 Added 3.19%
66,958 $13 Million
Q1 2023

Apr 13, 2023

SELL
$125.02 - $164.9 $213,659 - $281,814
-1,709 Reduced 2.57%
64,891 $10.7 Million
Q4 2022

Feb 13, 2023

SELL
$126.04 - $155.74 $299,471 - $370,038
-2,376 Reduced 3.44%
66,600 $8.65 Million
Q3 2022

Oct 12, 2022

BUY
$138.2 - $174.55 $221,119 - $279,280
1,600 Added 2.37%
68,976 $9.53 Million
Q2 2022

Jul 12, 2022

BUY
$130.06 - $178.44 $85,319 - $117,056
656 Added 0.98%
67,376 $9.21 Million
Q1 2022

Apr 18, 2022

SELL
$150.62 - $182.01 $358,776 - $433,547
-2,382 Reduced 3.45%
66,720 $11.7 Million
Q4 2021

Jan 26, 2022

BUY
$139.14 - $180.33 $9.61 Million - $12.5 Million
69,102 New
69,102 $12.3 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 $3.57T
  • 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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