A detailed history of Dynamic Wealth Strategies, LLC transactions in Apple Inc. stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,890 shares of AAPL stock, worth $735,476. This represents 0.55% of its overall portfolio holdings.

Number of Shares
2,890
Previous 2,895 0.17%
Holding current value
$735,476
Previous $610,000 10.33%
% of portfolio
0.55%
Previous 0.52%

Shares

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

Nov 13, 2024

SELL
$207.23 - $234.82 $1,036 - $1,174
-5 Reduced 0.17%
2,890 $673,000
Q2 2024

Aug 15, 2024

BUY
$165.0 - $216.67 $1,320 - $1,733
8 Added 0.28%
2,895 $610,000
Q1 2024

May 15, 2024

BUY
$169.0 - $195.18 $28,899 - $33,375
171 Added 6.3%
2,887 $495,000
Q4 2023

Feb 13, 2024

BUY
$166.89 - $198.11 $453,273 - $538,066
2,716 New
2,716 $523 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 $4.09T
  • 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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