A detailed history of Forum Financial Management, LP transactions in Apple Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 307,725 shares of AAPL stock, worth $71.7 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
307,725
Previous 310,723 0.96%
Holding current value
$71.7 Million
Previous $53.3 Million 21.64%
% of portfolio
1.34%
Previous 1.03%

Shares

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

Jul 30, 2024

SELL
$165.0 - $216.67 $494,670 - $649,576
-2,998 Reduced 0.96%
307,725 $64.8 Million
Q1 2024

May 09, 2024

SELL
$169.0 - $195.18 $804,440 - $929,056
-4,760 Reduced 1.51%
310,723 $53.3 Million
Q4 2023

Feb 07, 2024

BUY
$166.89 - $198.11 $3.45 Million - $4.09 Million
20,662 Added 7.01%
315,483 $60.7 Million
Q3 2023

Nov 03, 2023

SELL
$170.43 - $196.45 $1.12 Million - $1.29 Million
-6,571 Reduced 2.18%
294,821 $50.5 Million
Q2 2023

Jul 26, 2023

SELL
$160.1 - $193.97 $3.17 Million - $3.84 Million
-19,798 Reduced 6.16%
301,392 $58.5 Million
Q1 2023

Apr 19, 2023

BUY
$125.02 - $164.9 $2 Million - $2.63 Million
15,960 Added 5.23%
321,190 $53 Million
Q4 2022

Jan 24, 2023

BUY
$126.04 - $155.74 $216,914 - $268,028
1,721 Added 0.57%
305,230 $0
Q3 2022

Nov 07, 2022

SELL
$138.2 - $174.55 $380,879 - $481,059
-2,756 Reduced 0.9%
303,509 $41.9 Million
Q2 2022

Aug 15, 2022

SELL
$130.06 - $178.44 $673,840 - $924,497
-5,181 Reduced 1.66%
306,265 $41.9 Million
Q1 2022

May 16, 2022

BUY
$150.62 - $182.01 $1.09 Million - $1.32 Million
7,237 Added 2.38%
311,446 $54.4 Million
Q4 2021

Feb 18, 2022

BUY
$139.14 - $180.33 $42.3 Million - $54.9 Million
304,209 New
304,209 $54 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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