Curi Wealth Management, LLC Apple Inc. Transaction History

Curi Wealth Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$166.89 - $198.11 $2.14 Million - $2.54 Million	12,835 Added 51.69%	37,665 $7.25 Million
Q3 2023 Nov 06, 2023	SELL	$170.43 - $196.45 $3.44 Million - $3.97 Million	-20,203 Reduced 44.86%	24,830 $4.25 Million
Q2 2023 Jul 31, 2023	SELL	$160.1 - $193.97 $61,158 - $74,096	-382 Reduced 0.84%	45,033 $8.74 Million
Q1 2023 May 03, 2023	SELL	$125.02 - $164.9 $214,534 - $282,968	-1,716 Reduced 3.64%	45,415 $7.49 Million
Q4 2022 Feb 03, 2023	BUY	$126.04 - $155.74 $92,261 - $114,001	732 Added 1.58%	47,131 $6.12 Million
Q3 2022 Nov 08, 2022	BUY	$138.2 - $174.55 $1 Million - $1.27 Million	7,261 Added 18.55%	46,399 $6.41 Million
Q2 2022 Aug 08, 2022	BUY	$130.06 - $178.44 $426,726 - $585,461	3,281 Added 9.15%	39,138 $5.35 Million
Q1 2022 May 06, 2022	BUY	$150.62 - $182.01 $3.64 Million - $4.4 Million	24,187 Added 207.26%	35,857 $6.26 Million
Q4 2021 Feb 09, 2022	BUY	$139.14 - $180.33 $237,372 - $307,642	1,706 Added 17.12%	11,670 $2.07 Million
Q3 2021 Oct 19, 2021	SELL	$137.27 - $156.69 $57,516 - $65,653	-419 Reduced 4.04%	9,964 $1.41 Million
Q2 2021 Jul 23, 2021	SELL	$122.77 - $136.96 $22,712 - $25,337	-185 Reduced 1.75%	10,383 $1.42 Million
Q1 2021 Apr 29, 2021	BUY	$116.36 - $143.16 $90,877 - $111,807	781 Added 7.98%	10,568 $1.29 Million
Q4 2020 Mar 19, 2021	BUY	$108.77 - $136.69 $1.06 Million - $1.34 Million	9,787 New	9,787 $1.3 Million

5,695

8.8B

219M

196M

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.69T
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;...

Get notified when there are updates to the investment portfolio of Curi Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Curi Wealth Management, LLC with notifications on news.