A detailed history of Forza Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Forza Wealth Management, LLC holds 13,558 shares of AAPL stock, worth $3.08 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
13,558
Previous 13,260 2.25%
Holding current value
$3.08 Million
Previous $2.79 Billion 13.11%
% of portfolio
1.45%
Previous 1.44%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$207.23 - $234.82 $61,754 - $69,976
298 Added 2.25%
13,558 $3.16 Billion
Q2 2024

Jul 17, 2024

SELL
$165.0 - $216.67 $64,845 - $85,151
-393 Reduced 2.88%
13,260 $2.79 Billion
Q1 2024

Apr 22, 2024

SELL
$169.0 - $195.18 $67,600 - $78,072
-400 Reduced 2.85%
13,653 $2.34 Billion
Q4 2023

Jan 24, 2024

SELL
$166.89 - $198.11 $184,747 - $219,307
-1,107 Reduced 7.3%
14,053 $2.71 Billion
Q3 2023

Oct 24, 2023

SELL
$170.43 - $196.45 $106,518 - $122,781
-625 Reduced 3.96%
15,160 $2.6 Billion
Q2 2023

Jul 25, 2023

SELL
$160.1 - $193.97 $40,185 - $48,686
-251 Reduced 1.57%
15,785 $3.06 Billion
Q1 2023

May 03, 2023

BUY
$125.02 - $164.9 $1,250 - $1,649
10 Added 0.06%
16,036 $2.64 Billion
Q4 2022

Feb 06, 2023

BUY
$126.04 - $155.74 $2.02 Million - $2.5 Million
16,026 New
16,026 $2.08 Billion

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.66T
  • 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 Forza Wealth Management, LLC Portfolio

Follow Forza Wealth Management, 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 Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.