A detailed history of Heritage Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 17,013 shares of AAPL stock, worth $3.58 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
17,013
Previous 17,579 3.22%
Holding current value
$3.58 Million
Previous $3.38 Million 13.8%
% of portfolio
1.46%
Previous 1.84%

Shares

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

Apr 25, 2024

SELL
$169.0 - $195.18 $95,654 - $110,471
-566 Reduced 3.22%
17,013 $2.92 Million
Q4 2023

Feb 06, 2024

SELL
$166.89 - $198.11 $11.3 Million - $13.4 Million
-67,676 Reduced 79.38%
17,579 $3.38 Million
Q4 2022

Feb 13, 2023

BUY
$126.04 - $155.74 $5.51 Million - $6.81 Million
43,703 Added 105.18%
85,255 $11.1 Million
Q3 2022

Nov 14, 2022

BUY
$138.2 - $174.55 $390,138 - $492,754
2,823 Added 7.29%
41,552 $5.74 Million
Q2 2022

Aug 15, 2022

SELL
$130.06 - $178.44 $61,128 - $83,866
-470 Reduced 1.2%
38,729 $5.3 Million
Q1 2022

Aug 15, 2022

BUY
$150.62 - $182.01 $1.07 Million - $1.29 Million
7,098 Added 22.11%
39,199 $6.85 Million
Q3 2021

Nov 10, 2021

BUY
$137.27 - $156.69 $201,924 - $230,490
1,471 Added 4.8%
32,101 $4.54 Million
Q2 2021

Aug 11, 2021

BUY
$122.77 - $136.96 $27,009 - $30,131
220 Added 0.72%
30,630 $4.2 Million
Q1 2021

Jul 16, 2021

BUY
$116.36 - $143.16 $3.54 Million - $4.35 Million
30,410 New
30,410 $3.72 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 $3.38T
  • 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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