Great Point Wealth Advisors, LLC Apple Inc. Transaction History

Great Point Wealth Advisors, LLC

  • $421 Million
  • Q1 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 19,099 shares of AAPL stock, worth $4.37 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
19,099
Previous 18,679 2.25%
Holding current value
$4.37 Million
Previous $3.6 Million 8.93%
% of portfolio
0.78%
Previous 0.94%

Shares

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

May 09, 2024
BUY
$169.0 - $195.18 $70,980 - $81,975
420 Added 2.25%
19,099 $3.28 Million
Q4 2023

Jan 22, 2024
SELL
$166.89 - $198.11 $78,104 - $92,715
-468 Reduced 2.44%
18,679 $3.6 Million
Q3 2023

Oct 13, 2023
SELL
$170.43 - $196.45 $21,303 - $24,556
-125 Reduced 0.65%
19,147 $3.28 Million
Q2 2023

Aug 02, 2023
BUY
$160.1 - $193.97 $149,053 - $180,586
931 Added 5.08%
19,272 $3.74 Million
Q1 2023

May 12, 2023
SELL
$125.02 - $164.9 $3,250 - $4,287
-26 Reduced 0.14%
18,341 $3.02 Million
Q4 2022

Feb 07, 2023
BUY
$126.04 - $155.74 $1,386 - $1,713
11 Added 0.06%
18,367 $2.39 Million
Q2 2022

Aug 25, 2022
BUY
$130.06 - $178.44 $55,925 - $76,729
430 Added 2.4%
18,356 $2.51 Million
Q1 2022

May 03, 2022
BUY
$150.62 - $182.01 $272,622 - $329,438
1,810 Added 11.23%
17,926 $3.13 Million
Q4 2021

Feb 09, 2022
SELL
$139.14 - $180.33 $64,421 - $83,492
-463 Reduced 2.79%
16,116 $2.86 Million
Q3 2021

Nov 03, 2021
SELL
$137.27 - $156.69 $7,824 - $8,931
-57 Reduced 0.34%
16,579 $2.35 Million
Q2 2021

Aug 12, 2021
BUY
$122.77 - $136.96 $490,711 - $547,429
3,997 Added 31.62%
16,636 $2.28 Million
Q1 2021

May 11, 2021
BUY
$116.36 - $143.16 $51,198 - $62,990
440 Added 3.61%
12,639 $1.54 Million
Q4 2020

Jan 29, 2021
BUY
$108.77 - $136.69 $920,955 - $1.16 Million
8,467 Added 226.88%
12,199 $1.62 Million
Q2 2020

Jul 24, 2020
BUY
$60.23 - $91.63 $722 - $1,099
12 Added 0.32%
3,732 $1.36 Million
Q1 2020

May 13, 2020
SELL
$56.09 - $81.8 $18,285 - $26,666
-326 Reduced 8.06%
3,720 $945,000
Q4 2019

Feb 28, 2020
BUY
$54.74 - $73.41 $29,669 - $39,788
542 Added 15.47%
4,046 $1.19 Million
Q3 2019

Oct 17, 2019
BUY
$48.33 - $55.99 $15,030 - $17,412
311 Added 9.74%
3,504 $784,000
Q2 2019

Aug 06, 2019
BUY
$43.33 - $52.94 $779 - $952
18 Added 0.57%
3,193 $632,000
Q1 2019

May 15, 2019
BUY
$35.55 - $48.77 $319 - $438
9 Added 0.28%
3,175 $603,000
Q4 2018

Feb 14, 2019
BUY
$36.71 - $58.02 $116,223 - $183,691
3,166 New
3,166 $500,000

Others Institutions Holding AAPL

# of Institutions
5,493
Shares Held
8.82B
Call Options Held
157M
Put Options Held
155M
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 $3.68T
  • 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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