A detailed history of Heritage Wealth Management, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 78,067 shares of AAPL stock, worth $17.7 Million. This represents 5.96% of its overall portfolio holdings.

Number of Shares
78,067
Previous 82,651 5.55%
Holding current value
$17.7 Million
Previous $18.7 Billion 2.77%
% of portfolio
5.96%
Previous 6.27%

Shares

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

Oct 31, 2024

SELL
$207.23 - $234.82 $949,942 - $1.08 Million
-4,584 Reduced 5.55%
78,067 $18.2 Billion
Q2 2024

Sep 09, 2024

BUY
$165.0 - $216.67 $13.6 Million - $17.9 Million
82,651 New
82,651 $18.7 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 $3.65T
  • 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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