A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Apple Inc. stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 481,086 shares of AAPL stock, worth $107 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares
481,086
Previous 636,392 24.4%
Holding current value
$107 Million
Previous $123 Million 32.67%
% of portfolio
2.5%
Previous 4.08%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$169.0 - $195.18 $26.2 Million - $30.3 Million
-155,306 Reduced 24.4%
481,086 $82.5 Million
Q4 2023

Feb 06, 2024

BUY
$166.89 - $198.11 $2.78 Million - $3.29 Million
16,628 Added 2.68%
636,392 $123 Million
Q3 2023

Nov 02, 2023

BUY
$170.43 - $196.45 $43.4 Million - $50 Million
254,635 Added 69.74%
619,764 $106 Million
Q2 2023

Aug 11, 2023

SELL
$160.1 - $193.97 $3.57 Million - $4.33 Million
-22,315 Reduced 5.76%
365,129 $70.8 Million
Q1 2023

May 09, 2023

BUY
$125.02 - $164.9 $3.48 Million - $4.59 Million
27,852 Added 7.75%
387,444 $63.9 Million
Q4 2022

Feb 07, 2023

SELL
$126.04 - $155.74 $1.96 Million - $2.42 Million
-15,536 Reduced 4.14%
359,592 $46.7 Million
Q3 2022

Nov 02, 2022

BUY
$138.2 - $174.55 $3.3 Million - $4.17 Million
23,869 Added 6.8%
375,128 $51.8 Million
Q2 2022

Aug 02, 2022

BUY
$130.06 - $178.44 $3.04 Million - $4.17 Million
23,384 Added 7.13%
351,259 $48 Million
Q1 2022

May 13, 2022

BUY
$150.62 - $182.01 $4.43 Million - $5.35 Million
29,384 Added 9.84%
327,875 $57.3 Million
Q4 2021

Feb 14, 2022

SELL
$139.14 - $180.33 $3 Million - $3.89 Million
-21,553 Reduced 6.73%
298,491 $53 Million
Q3 2021

Nov 02, 2021

BUY
$137.27 - $156.69 $2.24 Million - $2.56 Million
16,324 Added 5.37%
320,044 $45.3 Million
Q2 2021

Aug 12, 2021

BUY
$122.77 - $136.96 $8.71 Million - $9.72 Million
70,958 Added 30.49%
303,720 $41.6 Million
Q1 2021

May 17, 2021

SELL
$116.36 - $143.16 $8.6 Million - $10.6 Million
-73,916 Reduced 24.1%
232,762 $28.4 Million
Q4 2020

Feb 12, 2021

BUY
$108.77 - $136.69 $4.77 Million - $6 Million
43,873 Added 16.69%
306,678 $40.7 Million
Q3 2020

Nov 12, 2020

BUY
$91.03 - $134.18 $16.7 Million - $24.7 Million
183,985 Added 233.42%
262,805 $30.4 Million
Q2 2020

Aug 12, 2020

SELL
$60.23 - $91.63 $558,091 - $849,043
-9,266 Reduced 10.52%
78,820 $28.8 Million
Q1 2020

May 11, 2020

BUY
$56.09 - $81.8 $1.11 Million - $1.62 Million
19,770 Added 28.94%
88,086 $22.4 Million
Q4 2019

Feb 13, 2020

BUY
$54.74 - $73.41 $742,821 - $996,173
13,570 Added 24.79%
68,316 $20.1 Million
Q3 2019

Nov 13, 2019

BUY
$48.33 - $55.99 $416,894 - $482,969
8,626 Added 18.7%
54,746 $12.3 Million
Q2 2019

Aug 12, 2019

BUY
$43.33 - $52.94 $225,792 - $275,870
5,211 Added 12.74%
46,120 $9.13 Million
Q1 2019

May 13, 2019

BUY
$35.55 - $48.77 $157,735 - $216,392
4,437 Added 12.17%
40,909 $7.77 Million
Q4 2018

Feb 13, 2019

BUY
$36.71 - $58.02 $237,697 - $375,679
6,475 Added 21.59%
36,472 $5.75 Million
Q3 2018

Nov 13, 2018

BUY
$45.98 - $57.09 $49,566 - $61,543
1,078 Added 3.73%
29,997 $6.77 Million
Q2 2018

Aug 13, 2018

BUY
$40.58 - $48.49 $217,874 - $260,342
5,369 Added 22.8%
28,919 $5.35 Million
Q1 2018

May 14, 2018

BUY
$38.79 - $45.43 $510,786 - $598,222
13,168 Added 126.83%
23,550 $3.95 Million
Q1 2018

May 14, 2018

SELL
$38.79 - $45.43 $639,336 - $748,777
-16,482 Reduced 61.35%
10,382 $3.95 Million
Q4 2017

Feb 12, 2018

BUY
$38.37 - $44.1 $23,559 - $27,077
614 Added 2.34%
26,864 $4.55 Million
Q3 2017

Nov 13, 2017

BUY
$37.18 - $41.01 $174,448 - $192,418
4,692 Added 21.76%
26,250 $4.05 Million
Q2 2017

Aug 10, 2017

BUY
N/A
21,558
21,558 $3.11 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 $3.56T
  • 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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