A detailed history of Epic Trust Investment Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 10,329 shares of AAPL stock, worth $2.41 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares
10,329
Previous 9,239 11.8%
Holding current value
$2.41 Million
Previous $1.58 Million 37.31%
% of portfolio
2.57%
Previous 2.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$165.0 - $216.67 $179,850 - $236,170
1,090 Added 11.8%
10,329 $2.18 Million
Q1 2024

Apr 19, 2024

SELL
$169.0 - $195.18 $32,786 - $37,864
-194 Reduced 2.06%
9,239 $1.58 Million
Q4 2023

Feb 05, 2024

SELL
$166.89 - $198.11 $57,910 - $68,744
-347 Reduced 3.55%
9,433 $1.82 Million
Q3 2023

Oct 16, 2023

SELL
$170.43 - $196.45 $25,905 - $29,860
-152 Reduced 1.53%
9,780 $1.67 Million
Q2 2023

Jul 24, 2023

SELL
$160.1 - $193.97 $689,550 - $835,428
-4,307 Reduced 30.25%
9,932 $1.93 Million
Q1 2023

May 09, 2023

BUY
$125.02 - $164.9 $93,389 - $123,180
747 Added 5.54%
14,239 $2.35 Million
Q4 2022

Feb 14, 2023

SELL
$126.04 - $155.74 $514,243 - $635,419
-4,080 Reduced 23.22%
13,492 $1.75 Million
Q3 2022

Nov 07, 2022

BUY
$138.2 - $174.55 $1.13 Million - $1.43 Million
8,199 Added 87.47%
17,572 $2.43 Million
Q2 2022

Aug 05, 2022

SELL
$130.06 - $178.44 $64,379 - $88,327
-495 Reduced 5.02%
9,373 $1.28 Million
Q1 2022

Apr 20, 2022

BUY
$150.62 - $182.01 $70,339 - $84,998
467 Added 4.97%
9,868 $1.72 Million
Q4 2021

Jan 14, 2022

BUY
$139.14 - $180.33 $1.31 Million - $1.7 Million
9,401 New
9,401 $1.67 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 $3.74T
  • 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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