Hhm Wealth Advisors, LLC Apple Inc. Transaction History

Hhm Wealth Advisors, LLC

$697 Million
Q3 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 55,090 shares of AAPL stock, worth $12.9 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares

55,090

Previous 53,227 3.5%

Holding current value

$12.9 Million

Previous $11.2 Million 14.45%

% of portfolio

1.84%

Previous 1.7%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$207.23 - $234.82 $386,069 - $437,469	1,863 Added 3.5%	55,090 $12.8 Million
Q2 2024 Aug 07, 2024	BUY	$165.0 - $216.67 $1.12 Million - $1.47 Million	6,776 Added 14.59%	53,227 $11.2 Million
Q1 2024 May 14, 2024	BUY	$169.0 - $195.18 $6,929 - $8,002	41 Added 0.09%	46,451 $7.97 Million
Q4 2023 Feb 05, 2024	SELL	$166.89 - $198.11 $246,162 - $292,212	-1,475 Reduced 3.08%	46,410 $8.94 Million
Q3 2023 Nov 03, 2023	SELL	$170.43 - $196.45 $6,987 - $8,054	-41 Reduced 0.09%	47,885 $8.2 Million
Q2 2023 Aug 11, 2023	BUY	$160.1 - $193.97 $767,519 - $929,892	4,794 Added 11.11%	47,926 $9.3 Million
Q1 2023 May 02, 2023	BUY	$125.02 - $164.9 $38,881 - $51,283	311 Added 0.73%	43,132 $7.11 Million
Q4 2022 Jan 19, 2023	SELL	$126.04 - $155.74 $130,577 - $161,346	-1,036 Reduced 2.36%	42,821 $0
Q3 2022 Nov 04, 2022	SELL	$138.2 - $174.55 $357,385 - $451,386	-2,586 Reduced 5.57%	43,857 $6.06 Million
Q2 2022 Aug 08, 2022	BUY	$130.06 - $178.44 $87,140 - $119,554	670 Added 1.46%	46,443 $6.35 Million
Q1 2022 Apr 27, 2022	BUY	$150.62 - $182.01 $101,668 - $122,856	675 Added 1.5%	45,773 $7.99 Million
Q4 2021 Feb 03, 2022	BUY	$139.14 - $180.33 $32,976 - $42,738	237 Added 0.53%	45,098 $8.01 Million
Q3 2021 Nov 02, 2021	BUY	$137.27 - $156.69 $35,690 - $40,739	260 Added 0.58%	44,861 $6.35 Million
Q2 2021 Jul 27, 2021	SELL	$122.77 - $136.96 $151,866 - $169,419	-1,237 Reduced 2.7%	44,601 $6.11 Million
Q1 2021 Apr 23, 2021	SELL	$116.36 - $143.16 $112,054 - $137,863	-963 Reduced 2.06%	45,838 $5.6 Million
Q4 2020 Jan 28, 2021	BUY	$108.77 - $136.69 $341,864 - $429,616	3,143 Added 7.2%	46,801 $6.21 Million
Q3 2020 Nov 12, 2020	BUY	$91.03 - $134.18 $2.92 Million - $4.3 Million	32,062 Added 276.49%	43,658 $5.06 Million
Q2 2020 Aug 13, 2020	SELL	$60.23 - $91.63 $3,071 - $4,673	-51 Reduced 0.44%	11,596 $4.23 Million
Q1 2020 May 12, 2020	SELL	$56.09 - $81.8 $113,974 - $166,217	-2,032 Reduced 14.85%	11,647 $2.96 Million
Q4 2019 Feb 12, 2020	BUY	$54.74 - $73.41 $174,949 - $234,618	3,196 Added 30.49%	13,679 $4.02 Million
Q3 2019 Nov 13, 2019	BUY	$48.33 - $55.99 $1,691 - $1,959	35 Added 0.33%	10,483 $2.35 Million
Q1 2019 May 14, 2019	BUY	$35.55 - $48.77 $64,167 - $88,029	1,805 Added 20.88%	10,448 $1.99 Million
Q4 2018 Feb 13, 2019	BUY	$36.71 - $58.02 $317,284 - $501,466	8,643 New	8,643 $1.36 Million

Others Institutions Holding AAPL

# of Institutions

5,697

Shares Held

8.8B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.78T
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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Hhm Wealth Advisors, LLC Apple Inc. Transaction History