A detailed history of Essential Planning, Llc. transactions in Apple Inc. stock. As of the latest transaction made, Essential Planning, Llc. holds 8,511 shares of AAPL stock, worth $1.87 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
8,511
Previous 8,511 -0.0%
Holding current value
$1.87 Million
Previous $1.64 Million 10.93%
% of portfolio
0.7%
Previous 0.83%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

BUY
$166.89 - $198.11 $82,610 - $98,064
495 Added 6.18%
8,511 $1.64 Million
Q3 2023

Nov 08, 2023

SELL
$170.43 - $196.45 $88,112 - $101,564
-517 Reduced 6.06%
8,016 $1.37 Million
Q2 2023

Aug 10, 2023

BUY
$160.1 - $193.97 $102,464 - $124,140
640 Added 8.11%
8,533 $1.66 Million
Q1 2023

May 09, 2023

SELL
$125.02 - $164.9 $9,001 - $11,872
-72 Reduced 0.9%
7,893 $1.3 Million
Q4 2022

Feb 14, 2023

BUY
$126.04 - $155.74 $495,841 - $612,681
3,934 Added 97.59%
7,965 $1.03 Million
Q3 2022

Nov 09, 2022

BUY
$138.2 - $174.55 $557,084 - $703,611
4,031 New
4,031 $557,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.54T
  • 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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