A detailed history of Heritage Financial Services, LLC transactions in Apple Inc. stock. As of the latest transaction made, Heritage Financial Services, LLC holds 34,694 shares of AAPL stock, worth $7.85 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
34,694
Previous 30,515 13.69%
Holding current value
$7.85 Million
Previous $5.88 Million 1.26%
% of portfolio
0.91%
Previous 1.02%

Shares

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

May 14, 2024

BUY
$169.0 - $195.18 $706,251 - $815,657
4,179 Added 13.69%
34,694 $5.95 Million
Q4 2023

Feb 02, 2024

BUY
$166.89 - $198.11 $144,192 - $171,167
864 Added 2.91%
30,515 $5.88 Million
Q3 2023

Oct 19, 2023

BUY
$170.43 - $196.45 $65,445 - $75,436
384 Added 1.31%
29,651 $5.08 Million
Q2 2023

Jul 31, 2023

BUY
$160.1 - $193.97 $199,964 - $242,268
1,249 Added 4.46%
29,267 $5.68 Million
Q1 2023

May 10, 2023

BUY
$125.02 - $164.9 $123,894 - $163,415
991 Added 3.67%
28,018 $4.62 Million
Q4 2022

Jan 27, 2023

BUY
$126.04 - $155.74 $188,807 - $233,298
1,498 Added 5.87%
27,027 $0
Q3 2022

Nov 03, 2022

BUY
$138.2 - $174.55 $59,287 - $74,881
429 Added 1.71%
25,529 $3.53 Million
Q2 2022

Jul 19, 2022

SELL
$130.06 - $178.44 $56,446 - $77,442
-434 Reduced 1.7%
25,100 $3.43 Million
Q1 2022

Aug 30, 2022

BUY
$150.62 - $182.01 $141,281 - $170,725
938 Added 3.81%
25,534 $4.46 Million
Q4 2021

Aug 26, 2022

BUY
$139.14 - $180.33 $3.42 Million - $4.44 Million
24,596 New
24,596 $4.37 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.64T
  • 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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