Fiduciary Planning LLC Apple Inc. Transaction History

Fiduciary Planning LLC

  • $205 Million
  • Q2 2024

A detailed history of Fiduciary Planning LLC transactions in Apple Inc. stock. As of the latest transaction made, Fiduciary Planning LLC holds 12,505 shares of AAPL stock, worth $2.76 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
12,505
Previous 12,833 2.56%
Holding current value
$2.76 Million
Previous $2.2 Million 19.68%
% of portfolio
1.28%
Previous 1.04%

Shares

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

Aug 06, 2024
SELL
$165.0 - $216.67 $54,120 - $71,067
-328 Reduced 2.56%
12,505 $2.63 Million
Q1 2024

Apr 29, 2024
BUY
$169.0 - $195.18 $239,811 - $276,960
1,419 Added 12.43%
12,833 $2.2 Million
Q4 2023

Jan 25, 2024
BUY
$166.89 - $198.11 $303,239 - $359,965
1,817 Added 18.93%
11,414 $2.2 Million
Q3 2023

Oct 26, 2023
BUY
$170.43 - $196.45 $89,305 - $102,939
524 Added 5.78%
9,597 $1.64 Million
Q2 2023

Aug 03, 2023
SELL
$160.1 - $193.97 $48,830 - $59,160
-305 Reduced 3.25%
9,073 $1.76 Million
Q1 2023

May 01, 2023
SELL
$125.02 - $164.9 $200,407 - $264,334
-1,603 Reduced 14.6%
9,378 $1.55 Million
Q4 2022

Feb 06, 2023
BUY
$126.04 - $155.74 $302,496 - $373,776
2,400 Added 27.97%
10,981 $1.43 Million
Q3 2022

Nov 14, 2022
SELL
$138.2 - $174.55 $32,891 - $41,542
-238 Reduced 2.7%
8,581 $1.19 Million
Q2 2022

Sep 30, 2022
SELL
$130.06 - $178.44 $21,329 - $29,264
-164 Reduced 1.83%
8,819 $1.21 Million
Q1 2022

May 11, 2022
SELL
$150.62 - $182.01 $285,876 - $345,454
-1,898 Reduced 17.44%
8,983 $1.57 Million
Q4 2021

Feb 08, 2022
SELL
$139.14 - $180.33 $2.71 Million - $3.51 Million
-19,453 Reduced 64.13%
10,881 $1.93 Million
Q3 2021

Nov 09, 2021
BUY
$137.27 - $156.69 $803,304 - $916,949
5,852 Added 23.9%
30,334 $4.29 Million
Q2 2021

Aug 06, 2021
SELL
$122.77 - $136.96 $1.06 Million - $1.18 Million
-8,625 Reduced 26.05%
24,482 $3.35 Million
Q1 2021

May 24, 2021
BUY
$116.36 - $143.16 $65,859 - $81,028
566 Added 1.74%
33,107 $4.04 Million
Q4 2020

Feb 10, 2021
BUY
$108.77 - $136.69 $55,363 - $69,575
509 Added 1.59%
32,541 $4.32 Million
Q3 2020

Oct 27, 2020
BUY
$91.03 - $134.18 $2.42 Million - $3.57 Million
26,634 Added 493.4%
32,032 $3.71 Million
Q2 2020

Aug 24, 2020
SELL
$60.23 - $91.63 $246,521 - $375,041
-4,093 Reduced 43.13%
5,398 $2.29 Million
Q1 2020

May 08, 2020
BUY
$56.09 - $81.8 $38,477 - $56,114
686 Added 7.79%
9,491 $2.41 Million
Q4 2019

Feb 14, 2020
BUY
$54.74 - $73.41 $481,985 - $646,375
8,805 New
8,805 $2.8 Million

Others Institutions Holding AAPL

# of Institutions
5,672
Shares Held
8.98B
Call Options Held
190M
Put Options Held
167M
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 $3.55T
  • 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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