A detailed history of Dopkins Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 15,261 shares of AAPL stock, worth $3.55 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
15,261
Previous 14,959 2.02%
Holding current value
$3.55 Million
Previous $2.57 Million 25.3%
% of portfolio
2.04%
Previous 1.62%

Shares

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

Jul 30, 2024

BUY
$165.0 - $216.67 $49,830 - $65,434
302 Added 2.02%
15,261 $3.21 Million
Q1 2024

May 03, 2024

BUY
$169.0 - $195.18 $882,011 - $1.02 Million
5,219 Added 53.58%
14,959 $2.57 Million
Q4 2023

Jan 25, 2024

SELL
$166.89 - $198.11 $537,218 - $637,716
-3,219 Reduced 24.84%
9,740 $1.88 Million
Q3 2023

Nov 13, 2023

BUY
$170.43 - $196.45 $548,614 - $632,372
3,219 Added 33.05%
12,959 $2.22 Million
Q1 2023

May 05, 2023

BUY
$125.02 - $164.9 $3,500 - $4,617
28 Added 0.29%
9,740 $1.61 Million
Q3 2022

Nov 01, 2022

BUY
$138.2 - $174.55 $3,454 - $4,363
25 Added 0.26%
9,712 $1.34 Million
Q1 2022

Apr 18, 2022

SELL
$150.62 - $182.01 $63,260 - $76,444
-420 Reduced 4.16%
9,687 $1.69 Million
Q4 2021

Jan 18, 2022

BUY
$139.14 - $180.33 $1.41 Million - $1.82 Million
10,107 New
10,107 $1.8 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 $3.74T
  • 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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