A detailed history of First Purpose Wealth LLC transactions in Apple Inc. stock. As of the latest transaction made, First Purpose Wealth LLC holds 7,671 shares of AAPL stock, worth $1.95 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
7,671
Previous 6,671 14.99%
Holding current value
$1.95 Million
Previous $1.28 Million 2.41%
% of portfolio
0.48%
Previous 0.5%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$169.0 - $195.18 $169,000 - $195,180
1,000 Added 14.99%
7,671 $1.32 Million
Q4 2023

Apr 22, 2024

BUY
$166.89 - $198.11 $310,916 - $369,078
1,863 Added 38.75%
6,671 $1.28 Million
Q3 2023

Oct 30, 2023

SELL
$170.43 - $196.45 $175,713 - $202,539
-1,031 Reduced 17.66%
4,808 $823,000
Q2 2023

Jul 21, 2023

BUY
$160.1 - $193.97 $12,647 - $15,323
79 Added 1.37%
5,839 $1.13 Million
Q1 2023

May 03, 2023

BUY
$125.02 - $164.9 $27,004 - $35,618
216 Added 3.9%
5,760 $949,000
Q4 2022

Jan 26, 2023

BUY
$126.04 - $155.74 $41,719 - $51,549
331 Added 6.35%
5,544 $0
Q3 2022

Oct 24, 2022

BUY
$138.2 - $174.55 $92,870 - $117,297
672 Added 14.8%
5,213 $720,000
Q2 2022

Jul 25, 2022

BUY
$130.06 - $178.44 $26,922 - $36,937
207 Added 4.78%
4,541 $621,000
Q1 2022

Apr 18, 2022

BUY
$150.62 - $182.01 $1,204 - $1,456
8 Added 0.18%
4,334 $757,000
Q4 2021

Feb 24, 2022

BUY
$139.14 - $180.33 $601,919 - $780,107
4,326 New
4,326 $768,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.09T
  • 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
Track This Portfolio

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.