Echo Wealth Management, LLC Apple Inc. Transaction History

Echo Wealth Management, LLC

$127 Million
Q3 2024

A detailed history of Echo Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Echo Wealth Management, LLC holds 32,153 shares of AAPL stock, worth $7.39 Million. This represents 5.88% of its overall portfolio holdings.

Number of Shares

32,153

Previous 29,185 10.17%

Holding current value

$7.39 Million

Previous $6.15 Million 21.84%

% of portfolio

5.88%

Previous 5.22%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$207.23 - $234.82 $615,058 - $696,945	2,968 Added 10.17%	32,153 $7.49 Million
Q2 2024 Jul 17, 2024	BUY	$165.0 - $216.67 $1.91 Million - $2.5 Million	11,550 Added 65.49%	29,185 $6.15 Million
Q1 2024 Apr 22, 2024	BUY	$169.0 - $195.18 $991,185 - $1.14 Million	5,865 Added 49.83%	17,635 $3.02 Million
Q4 2023 Jan 17, 2024	SELL	$166.89 - $198.11 $139,353 - $165,421	-835 Reduced 6.62%	11,770 $2.27 Million
Q3 2023 Oct 20, 2023	SELL	$170.43 - $196.45 $153,387 - $176,805	-900 Reduced 6.66%	12,605 $2.16 Million
Q2 2023 Jul 31, 2023	SELL	$160.1 - $193.97 $406,814 - $492,877	-2,541 Reduced 15.84%	13,505 $2.62 Million
Q1 2023 Apr 28, 2023	SELL	$125.02 - $164.9 $250,290 - $330,129	-2,002 Reduced 11.09%	16,046 $2.65 Million
Q4 2022 Jan 30, 2023	SELL	$126.04 - $155.74 $60,625 - $74,910	-481 Reduced 2.6%	18,048 $2.34 Million
Q3 2022 Nov 14, 2022	SELL	$138.2 - $174.55 $30,542 - $38,575	-221 Reduced 1.18%	18,529 $2.77 Million
Q2 2022 Jul 29, 2022	SELL	$130.06 - $178.44 $103,917 - $142,573	-799 Reduced 4.09%	18,750 $2.74 Million
Q1 2022 May 16, 2022	SELL	$150.62 - $182.01 $343,262 - $414,800	-2,279 Reduced 10.44%	19,549 $3.23 Million
Q4 2021 Jan 18, 2022	BUY	$139.14 - $180.33 $41,185 - $53,377	296 Added 1.37%	21,828 $3.76 Million
Q3 2021 Oct 22, 2021	SELL	$137.27 - $156.69 $99,246 - $113,286	-723 Reduced 3.25%	21,532 $3.08 Million
Q2 2021 Jul 14, 2021	SELL	$122.77 - $136.96 $202,816 - $226,257	-1,652 Reduced 6.91%	22,255 $3.19 Million
Q1 2021 Apr 07, 2021	SELL	$116.36 - $143.16 $363,043 - $446,659	-3,120 Reduced 11.54%	23,907 $2.92 Million
Q4 2020 Feb 22, 2021	BUY	$108.77 - $136.69 $2.94 Million - $3.69 Million	27,027 New	27,027 $3.59 Million

Others Institutions Holding AAPL

# of Institutions

5,695

Shares Held

8.8B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

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;...

More about AAPL

Track This Portfolio

Portfolio Update

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

News

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

Account

Echo Wealth Management, LLC Apple Inc. Transaction History