A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Apple Inc. stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 7,100 shares of AAPL stock, worth $1.76 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
7,100
Previous 7,100 -0.0%
Holding current value
$1.76 Million
Previous $1.5 Billion 10.63%
% of portfolio
1.17%
Previous 1.1%

Shares

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

Oct 18, 2024

BUY
$207.23 - $234.82 $53,465 - $60,583
258 Added 1.04%
25,021 $5.83 Billion
Q2 2024

Jul 25, 2024

SELL
$165.0 - $216.67 $29,040 - $38,133
-176 Reduced 0.71%
24,763 $5.22 Billion
Q1 2024

May 06, 2024

SELL
$169.0 - $195.18 $155,987 - $180,151
-923 Reduced 3.57%
24,939 $4.28 Billion
Q4 2023

Feb 14, 2024

BUY
$166.89 - $198.11 $4.32 Million - $5.12 Million
25,862 New
25,862 $4.98 Billion

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.99T
  • 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
Track This Portfolio

Track Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.