A detailed history of Heirloom Wealth Management transactions in Apple Inc. stock. As of the latest transaction made, Heirloom Wealth Management holds 39,169 shares of AAPL stock, worth $8.81 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares
39,169
Previous 40,266 2.72%
Holding current value
$8.81 Million
Previous $7.75 Million 13.36%
% of portfolio
2.41%
Previous 3.12%

Shares

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

Apr 24, 2024

SELL
$169.0 - $195.18 $185,393 - $214,112
-1,097 Reduced 2.72%
39,169 $6.72 Million
Q4 2023

Jan 31, 2024

BUY
$166.89 - $198.11 $169,560 - $201,279
1,016 Added 2.59%
40,266 $7.75 Million
Q3 2023

Oct 23, 2023

SELL
$170.43 - $196.45 $175,372 - $202,147
-1,029 Reduced 2.55%
39,250 $6.72 Million
Q2 2023

Aug 08, 2023

BUY
$160.1 - $193.97 $263,524 - $319,274
1,646 Added 4.26%
40,279 $7.81 Million
Q1 2023

Apr 27, 2023

BUY
$125.02 - $164.9 $528,209 - $696,702
4,225 Added 12.28%
38,633 $6.37 Million
Q4 2022

Feb 01, 2023

BUY
$126.04 - $155.74 $3.87 Million - $4.79 Million
30,730 Added 835.51%
34,408 $4.47 Million
Q2 2022

Aug 10, 2022

BUY
$130.06 - $178.44 $232,677 - $319,229
1,789 Added 94.71%
3,678 $607,000
Q1 2022

May 17, 2022

BUY
$150.62 - $182.01 $36,751 - $44,410
244 Added 14.83%
1,889 $278,000
Q4 2021

Jan 25, 2022

BUY
$139.14 - $180.33 $228,885 - $296,642
1,645 New
1,645 $266,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.62T
  • 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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