A detailed history of Cyndeo Wealth Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 174,698 shares of AAPL stock, worth $44.3 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
174,698
Previous 128,437 36.02%
Holding current value
$44.3 Million
Previous $27.1 Million 50.41%
% of portfolio
2.9%
Previous 2.14%

Shares

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

Oct 18, 2024

BUY
$207.23 - $234.82 $9.59 Million - $10.9 Million
46,261 Added 36.02%
174,698 $40.7 Million
Q2 2024

Jul 30, 2024

BUY
$165.0 - $216.67 $109,395 - $143,652
663 Added 0.52%
128,437 $27.1 Million
Q1 2024

Apr 16, 2024

SELL
$169.0 - $195.18 $39,377 - $45,476
-233 Reduced 0.18%
127,774 $21.9 Million
Q4 2023

Jan 12, 2024

BUY
$166.89 - $198.11 $3.22 Million - $3.83 Million
19,311 Added 17.77%
128,007 $24.6 Million
Q3 2023

Oct 10, 2023

BUY
$170.43 - $196.45 $556,283 - $641,212
3,264 Added 3.1%
108,696 $18.6 Million
Q2 2023

Jul 27, 2023

SELL
$160.1 - $193.97 $847,889 - $1.03 Million
-5,296 Reduced 4.78%
105,432 $20.5 Million
Q1 2023

Apr 21, 2023

SELL
$125.02 - $164.9 $1.72 Million - $2.27 Million
-13,769 Reduced 11.06%
110,728 $18.3 Million
Q4 2022

Jan 25, 2023

BUY
$126.04 - $155.74 $15.7 Million - $19.4 Million
124,497 New
124,497 $0

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.07T
  • 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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