Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Apple Inc. Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.55 Billion
  • Q3 2024

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 440,763 shares of AAPL stock, worth $101 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
440,763
Previous 478,629 7.91%
Holding current value
$101 Million
Previous $101 Million 1.83%
% of portfolio
2.89%
Previous 2.99%

Shares

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

Oct 31, 2024
SELL
$207.23 - $234.82 $7.85 Million - $8.89 Million
-37,866 Reduced 7.91%
440,763 $103 Million
Q2 2024

Aug 09, 2024
SELL
$165.0 - $216.67 $405,405 - $532,358
-2,457 Reduced 0.51%
478,629 $101 Million
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

# of Institutions
5,694
Shares Held
8.8B
Call Options Held
219M
Put Options Held
196M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.68T
  • 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

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email