A detailed history of Heritage Investment Group, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 21,443 shares of AAPL stock, worth $5.46 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
21,443
Previous 17,538 22.27%
Holding current value
$5.46 Million
Previous $3.69 Million 35.23%
% of portfolio
0.96%
Previous 0.51%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$207.23 - $234.82 $809,233 - $916,972
3,905 Added 22.27%
21,443 $4.99 Million
Q2 2024

Jul 22, 2024

SELL
$165.0 - $216.67 $98,175 - $128,918
-595 Reduced 3.28%
17,538 $3.69 Million
Q1 2024

May 02, 2024

BUY
$169.0 - $195.18 $1.04 Million - $1.2 Million
6,126 Added 51.02%
18,133 $3.11 Million
Q4 2023

Feb 01, 2024

BUY
$166.89 - $198.11 $18,858 - $22,386
113 Added 0.95%
12,007 $2.31 Million
Q3 2023

Nov 03, 2023

SELL
$170.43 - $196.45 $378,865 - $436,708
-2,223 Reduced 15.75%
11,894 $2.04 Million
Q2 2023

Jul 17, 2023

BUY
$160.1 - $193.97 $574,438 - $695,964
3,588 Added 34.08%
14,117 $2.74 Million
Q1 2023

May 02, 2023

BUY
$125.02 - $164.9 $19,878 - $26,219
159 Added 1.53%
10,529 $1.74 Million
Q4 2022

Feb 06, 2023

SELL
$126.04 - $155.74 $362,995 - $448,531
-2,880 Reduced 21.74%
10,370 $1.35 Million
Q3 2022

Nov 07, 2022

BUY
$138.2 - $174.55 $691 - $872
5 Added 0.04%
13,250 $1.83 Million
Q2 2022

Aug 02, 2022

SELL
$130.06 - $178.44 $41,098 - $56,387
-316 Reduced 2.33%
13,245 $1.81 Million
Q1 2022

May 03, 2022

BUY
$150.62 - $182.01 $513,614 - $620,654
3,410 Added 33.59%
13,561 $2.37 Million
Q4 2021

Feb 09, 2022

BUY
$139.14 - $180.33 $1.41 Million - $1.83 Million
10,151 New
10,151 $1.8 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 $4.09T
  • 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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