A detailed history of Heritage Wealth Management, Inc./Texas transactions in Apple Inc. stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 6,750 shares of AAPL stock, worth $1.49 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
6,750
Previous 6,161 9.56%
Holding current value
$1.49 Million
Previous $1.06 Billion 34.57%
% of portfolio
0.89%
Previous 0.69%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$165.0 - $216.67 $97,185 - $127,618
589 Added 9.56%
6,750 $1.42 Billion
Q1 2024

Apr 25, 2024

SELL
$169.0 - $195.18 $9,802 - $11,320
-58 Reduced 0.93%
6,161 $1.06 Billion
Q4 2023

Jan 24, 2024

SELL
$166.89 - $198.11 $255,341 - $303,108
-1,530 Reduced 19.74%
6,219 $1.2 Billion
Q3 2023

Nov 07, 2023

BUY
$170.43 - $196.45 $233,829 - $269,529
1,372 Added 21.51%
7,749 $1.33 Billion
Q2 2023

Aug 02, 2023

BUY
$160.1 - $193.97 $297,786 - $360,784
1,860 Added 41.18%
6,377 $1.24 Billion
Q1 2023

May 02, 2023

SELL
$125.02 - $164.9 $85,263 - $112,461
-682 Reduced 13.12%
4,517 $745 Million
Q4 2022

Feb 23, 2023

BUY
$126.04 - $155.74 $655,281 - $809,692
5,199 New
5,199 $676 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 $3.55T
  • 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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