Henrickson Nauta Wealth Advisors, Inc. Apple Inc. Transaction History

Henrickson Nauta Wealth Advisors, Inc.

$242 Million
Q4 2024

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 3,859 shares of AAPL stock, worth $878,424. This represents 0.4% of its overall portfolio holdings.

Number of Shares

3,859

Previous 4,533 14.87%

Holding current value

$878,424

Previous $1.06 Million 8.44%

% of portfolio

0.4%

Previous 0.43%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$221.69 - $259.02 $149,419 - $174,579	-674 Reduced 14.87%	3,859 $966,000
Q3 2024 Oct 11, 2024	BUY	$207.23 - $234.82 $40,202 - $45,555	194 Added 4.47%	4,533 $1.06 Million
Q2 2024 Jul 31, 2024	BUY	$165.0 - $216.67 $98,175 - $128,918	595 Added 15.89%	4,339 $913,000
Q1 2024 Apr 15, 2024	BUY	$169.0 - $195.18 $163,085 - $188,348	965 Added 34.72%	3,744 $642,000
Q4 2023 Jan 12, 2024	BUY	$166.89 - $198.11 $93,792 - $111,337	562 Added 25.35%	2,779 $535,000
Q3 2023 Oct 10, 2023	SELL	$170.43 - $196.45 $1,533 - $1,768	-9 Reduced 0.4%	2,217 $379,000
Q2 2023 Jul 12, 2023	SELL	$160.1 - $193.97 $130,961 - $158,667	-818 Reduced 26.87%	2,226 $431,000
Q1 2023 Apr 11, 2023	BUY	$125.02 - $164.9 $89,014 - $117,408	712 Added 30.53%	3,044 $501,000
Q4 2022 Feb 02, 2023	BUY	$126.04 - $155.74 $4,285 - $5,295	34 Added 1.48%	2,332 $302,000
Q3 2022 Oct 26, 2022	BUY	$138.2 - $174.55 $10,917 - $13,789	79 Added 3.56%	2,298 $318,000
Q2 2022 Aug 09, 2022	BUY	$130.06 - $178.44 $114,452 - $157,027	880 Added 65.72%	2,219 $303,000
Q4 2021 Feb 11, 2022	BUY	$139.14 - $180.33 $186,308 - $241,461	1,339 New	1,339 $216,000

Others Institutions Holding AAPL

# of Institutions

5,947

Shares Held

8.75B

Call Options Held

218M

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 $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

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Henrickson Nauta Wealth Advisors, Inc. Apple Inc. Transaction History