Fsm Wealth Advisors, LLC Apple Inc. Transaction History

Fsm Wealth Advisors, LLC

$377 Million
Q3 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 39,955 shares of AAPL stock, worth $10.1 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares

39,955

Previous 38,446 3.92%

Holding current value

$10.1 Million

Previous $8.1 Million 14.92%

% of portfolio

2.47%

Previous 2.72%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$207.23 - $234.82 $312,710 - $354,343	1,509 Added 3.92%	39,955 $9.31 Million
Q2 2024 Jul 12, 2024	BUY	$165.0 - $216.67 $94,380 - $123,935	572 Added 1.51%	38,446 $8.1 Million
Q1 2024 May 14, 2024	BUY	$169.0 - $195.18 $116,103 - $134,088	687 Added 1.85%	37,874 $6.49 Million
Q4 2023 May 14, 2024	SELL	$166.89 - $198.11 $36,548 - $43,386	-219 Reduced 0.59%	37,187 $7.16 Million
Q3 2023 Nov 14, 2023	SELL	$170.43 - $196.45 $372,389 - $429,243	-2,185 Reduced 5.52%	37,406 $6.4 Million
Q2 2023 Jul 12, 2023	SELL	$160.1 - $193.97 $86,454 - $104,743	-540 Reduced 1.35%	39,591 $7.68 Million
Q1 2023 Apr 24, 2023	BUY	$125.02 - $164.9 $521,458 - $687,797	4,171 Added 11.6%	40,131 $6.62 Million
Q4 2022 Jan 19, 2023	BUY	$126.04 - $155.74 $167,507 - $206,978	1,329 Added 3.84%	35,960 $0
Q3 2022 Oct 24, 2022	BUY	$138.2 - $174.55 $1.2 Million - $1.52 Million	8,693 Added 33.51%	34,631 $4.79 Million
Q2 2022 Aug 12, 2022	BUY	$130.06 - $178.44 $3.37 Million - $4.63 Million	25,938 New	25,938 $4.28 Million

Others Institutions Holding AAPL

# of Institutions

5,706

Shares Held

8.78B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $4.05T
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

Portfolio Update

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

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Account

Fsm Wealth Advisors, LLC Apple Inc. Transaction History