Forvis Wealth Advisors, LLC Apple Inc. Transaction History

Forvis Wealth Advisors, LLC

  • $3.96 Billion
  • Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 176,564 shares of AAPL stock, worth $39 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
176,564
Previous 185,058 4.59%
Holding current value
$39 Million
Previous $31.7 Million 17.19%
% of portfolio
0.94%
Previous 0.81%

Shares

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

Aug 09, 2024
SELL
$165.0 - $216.67 $1.4 Million - $1.84 Million
-8,494 Reduced 4.59%
176,564 $37.2 Million
Q1 2024

Apr 19, 2024
BUY
$169.0 - $195.18 $345,436 - $398,947
2,044 Added 1.12%
185,058 $31.7 Million
Q4 2023

Jan 11, 2024
SELL
$166.89 - $198.11 $1.7 Million - $2.02 Million
-10,214 Reduced 5.29%
183,014 $35.2 Million
Q3 2023

Oct 25, 2023
SELL
$170.43 - $196.45 $2.55 Million - $2.94 Million
-14,947 Reduced 7.18%
193,228 $33.1 Million
Q2 2023

Aug 08, 2023
BUY
$160.1 - $193.97 $4.8 Million - $5.81 Million
29,970 Added 16.82%
208,175 $40.4 Million
Q1 2023

Apr 26, 2023
BUY
$125.02 - $164.9 $907,770 - $1.2 Million
7,261 Added 4.25%
178,205 $29.4 Million
Q4 2022

Feb 02, 2023
SELL
$126.04 - $155.74 $43,357 - $53,574
-344 Reduced 0.2%
170,944 $22.2 Million
Q3 2022

Oct 13, 2022
SELL
$138.2 - $174.55 $46,711 - $58,997
-338 Reduced 0.2%
171,288 $23.7 Million
Q2 2022

Jul 22, 2022
BUY
$130.06 - $178.44 $3.7 Million - $5.07 Million
28,430 Added 19.85%
171,626 $23.5 Million
Q1 2022

May 10, 2022
BUY
$150.62 - $182.01 $802,804 - $970,113
5,330 Added 3.87%
143,196 $25 Million
Q4 2021

Jan 14, 2022
SELL
$139.14 - $180.33 $65,952 - $85,476
-474 Reduced 0.34%
137,866 $24.5 Million
Q3 2021

Oct 14, 2021
BUY
$137.27 - $156.69 $430,753 - $491,693
3,138 Added 2.32%
138,340 $19.6 Million
Q2 2021

Jul 14, 2021
SELL
$122.77 - $136.96 $1.08 Million - $1.21 Million
-8,833 Reduced 6.13%
135,202 $18.5 Million
Q1 2021

Apr 23, 2021
SELL
$116.36 - $143.16 $9.42 Million - $11.6 Million
-80,925 Reduced 35.97%
144,035 $17.6 Million
Q4 2020

Jan 22, 2021
BUY
$108.77 - $136.69 $3.61 Million - $4.54 Million
33,229 Added 17.33%
224,960 $29.9 Million
Q3 2020

Nov 05, 2020
BUY
$91.03 - $134.18 $13 Million - $19.2 Million
142,763 Added 291.54%
191,731 $22.2 Million
Q2 2020

Jul 15, 2020
BUY
$60.23 - $91.63 $46,979 - $71,471
780 Added 1.62%
48,968 $17.9 Million
Q1 2020

Apr 10, 2020
SELL
$56.09 - $81.8 $6,562 - $9,570
-117 Reduced 0.24%
48,188 $12.3 Million
Q4 2019

Jan 13, 2020
BUY
$54.74 - $73.41 $54,740 - $73,410
1,000 Added 2.11%
48,305 $14.2 Million
Q3 2019

Oct 29, 2019
SELL
$48.33 - $55.99 $9,617 - $11,142
-199 Reduced 0.42%
47,305 $10.6 Million
Q2 2019

Jul 10, 2019
SELL
$43.33 - $52.94 $82,586 - $100,903
-1,906 Reduced 3.86%
47,504 $9.4 Million
Q1 2019

Apr 10, 2019
BUY
$35.55 - $48.77 $70,175 - $96,271
1,974 Added 4.16%
49,410 $9.39 Million
Q4 2018

Jan 15, 2019
BUY
$36.71 - $58.02 $44,822 - $70,842
1,221 Added 2.64%
47,436 $7.48 Million
Q3 2018

Oct 09, 2018
SELL
$45.98 - $57.09 $66,946 - $83,123
-1,456 Reduced 3.05%
46,215 $10.4 Million
Q2 2018

Jul 13, 2018
SELL
$40.58 - $48.49 $27,188 - $32,488
-670 Reduced 1.39%
47,671 $8.82 Million
Q1 2018

May 25, 2018
BUY
$38.79 - $45.43 $13,421 - $15,718
346 Added 0.72%
48,341 $8.11 Million
Q1 2018

Apr 20, 2018
BUY
$38.79 - $45.43 $18,153 - $21,261
468 Added 0.98%
47,995 $8.54 Million
Q4 2017

Jan 18, 2018
SELL
$38.37 - $44.1 $70,715 - $81,276
-1,843 Reduced 3.73%
47,527 $8.04 Million
Q3 2017

Oct 13, 2017
BUY
$37.18 - $41.01 $1.84 Million - $2.02 Million
49,370
49,370 $7.61 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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