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

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

$3.65 Billion
Q4 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 454,544 shares of AAPL stock, worth $100 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares

454,544

Previous 440,763 3.13%

Holding current value

$100 Million

Previous $103 Million 10.88%

% of portfolio

3.12%

Previous 2.89%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$221.69 - $259.02 $3.06 Million - $3.57 Million	13,781 Added 3.13%	454,544 $114 Million
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

6,284

Shares Held

8.97B

Call Options Held

219M

Put Options Held

221M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.55T
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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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Apple Inc. Transaction History