A detailed history of Erts Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 20,756 shares of AAPL stock, worth $4.67 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
20,756
Previous 20,906 0.72%
Holding current value
$4.67 Million
Previous $4.4 Million 9.79%
% of portfolio
0.91%
Previous 0.89%

Shares

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

Oct 17, 2024

SELL
$207.23 - $234.82 $31,084 - $35,223
-150 Reduced 0.72%
20,756 $4.83 Million
Q2 2024

Jul 18, 2024

SELL
$165.0 - $216.67 $115,335 - $151,452
-699 Reduced 3.24%
20,906 $4.4 Million
Q1 2024

Apr 23, 2024

SELL
$169.0 - $195.18 $260,260 - $300,577
-1,540 Reduced 6.65%
21,605 $3.7 Million
Q4 2023

Jan 23, 2024

SELL
$166.89 - $198.11 $121,162 - $143,827
-726 Reduced 3.04%
23,145 $4.46 Million
Q3 2023

Oct 16, 2023

BUY
$170.43 - $196.45 $58,968 - $67,971
346 Added 1.47%
23,871 $4.09 Million
Q2 2023

Jul 17, 2023

SELL
$160.1 - $193.97 $276,172 - $334,598
-1,725 Reduced 6.83%
23,525 $4.56 Million
Q1 2023

Apr 18, 2023

SELL
$125.02 - $164.9 $278,294 - $367,067
-2,226 Reduced 8.1%
25,250 $4.16 Million
Q4 2022

Jan 27, 2023

BUY
$126.04 - $155.74 $121,250 - $149,821
962 Added 3.63%
27,476 $3.57 Million
Q3 2022

Nov 08, 2022

BUY
$138.2 - $174.55 $18,657 - $23,564
135 Added 0.51%
26,514 $3.66 Million
Q2 2022

Aug 08, 2022

SELL
$130.06 - $178.44 $22,760 - $31,227
-175 Reduced 0.66%
26,379 $3.61 Million
Q1 2022

May 11, 2022

SELL
$150.62 - $182.01 $251,234 - $303,592
-1,668 Reduced 5.91%
26,554 $4.64 Million
Q4 2021

Feb 15, 2022

SELL
$139.14 - $180.33 $114,233 - $148,050
-821 Reduced 2.83%
28,222 $5.01 Million
Q3 2021

Oct 13, 2021

SELL
$137.27 - $156.69 $31,846 - $36,352
-232 Reduced 0.79%
29,043 $4.11 Million
Q2 2021

Aug 11, 2021

BUY
$122.77 - $136.96 $40,514 - $45,196
330 Added 1.14%
29,275 $4.01 Million
Q1 2021

May 07, 2021

SELL
$116.36 - $143.16 $272,398 - $335,137
-2,341 Reduced 7.48%
28,945 $3.54 Million
Q4 2020

Feb 12, 2021

SELL
$108.77 - $136.69 $383,196 - $481,558
-3,523 Reduced 10.12%
31,286 $4.15 Million
Q3 2020

Nov 13, 2020

BUY
$91.03 - $134.18 $2.45 Million - $3.62 Million
26,959 Added 343.43%
34,809 $4.03 Million
Q2 2020

Aug 14, 2020

SELL
$60.23 - $91.63 $44,871 - $68,264
-745 Reduced 8.67%
7,850 $2.86 Million
Q1 2020

May 15, 2020

SELL
$56.09 - $81.8 $22,996 - $33,538
-410 Reduced 4.55%
8,595 $2.19 Million
Q4 2019

Feb 19, 2020

BUY
$54.74 - $73.41 $67,877 - $91,028
1,240 Added 15.97%
9,005 $2.64 Million
Q4 2019

Feb 12, 2020

SELL
$54.74 - $73.41 $68,096 - $91,322
-1,244 Reduced 13.81%
7,765 $1.23 Million
Q3 2019

Nov 05, 2019

SELL
$48.33 - $55.99 $7,152 - $8,286
-148 Reduced 1.62%
9,009 $2.02 Million
Q2 2019

Aug 13, 2019

SELL
$43.33 - $52.94 $4,333 - $5,294
-100 Reduced 1.08%
9,157 $1.81 Million
Q1 2019

May 15, 2019

BUY
$35.55 - $48.77 $53,040 - $72,764
1,492 Added 19.21%
9,257 $1.76 Million
Q4 2018

Feb 14, 2019

BUY
$36.71 - $58.02 $285,053 - $450,525
7,765 New
7,765 $1.23 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 $3.62T
  • 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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