A detailed history of Holistic Financial Partners transactions in Apple Inc. stock. As of the latest transaction made, Holistic Financial Partners holds 12,224 shares of AAPL stock, worth $2.81 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
12,224
Previous 11,730 4.21%
Holding current value
$2.81 Million
Previous $2.47 Million 15.22%
% of portfolio
1.39%
Previous 1.31%

Shares

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

Nov 07, 2024

BUY
$207.23 - $234.82 $102,371 - $116,001
494 Added 4.21%
12,224 $2.85 Million
Q2 2024

Jul 30, 2024

BUY
$165.0 - $216.67 $75,570 - $99,234
458 Added 4.06%
11,730 $2.47 Million
Q1 2024

May 08, 2024

BUY
$169.0 - $195.18 $9,464 - $10,930
56 Added 0.5%
11,272 $1.93 Million
Q4 2023

Feb 12, 2024

BUY
$166.89 - $198.11 $104,139 - $123,620
624 Added 5.89%
11,216 $2.16 Million
Q3 2023

Nov 08, 2023

BUY
$170.43 - $196.45 $6,476 - $7,465
38 Added 0.36%
10,592 $1.81 Million
Q2 2023

Aug 09, 2023

BUY
$160.1 - $193.97 $33,300 - $40,345
208 Added 2.01%
10,554 $2.05 Million
Q1 2023

May 04, 2023

SELL
$125.02 - $164.9 $14,752 - $19,458
-118 Reduced 1.13%
10,346 $1.71 Million
Q4 2022

Feb 07, 2023

SELL
$126.04 - $155.74 $3,529 - $4,360
-28 Reduced 0.27%
10,464 $1.36 Million
Q3 2022

Nov 09, 2022

BUY
$138.2 - $174.55 $2,764 - $3,491
20 Added 0.19%
10,492 $1.45 Million
Q2 2022

Aug 02, 2022

BUY
$130.06 - $178.44 $14,306 - $19,628
110 Added 1.06%
10,472 $1.43 Million
Q1 2022

May 13, 2022

BUY
$150.62 - $182.01 $198,969 - $240,435
1,321 Added 14.61%
10,362 $1.81 Million
Q4 2021

Feb 11, 2022

SELL
$139.14 - $180.33 $17,531 - $22,721
-126 Reduced 1.37%
9,041 $1.61 Million
Q3 2021

Nov 12, 2021

SELL
$137.27 - $156.69 $103,364 - $117,987
-753 Reduced 7.59%
9,167 $1.3 Million
Q2 2021

Aug 13, 2021

SELL
$122.77 - $136.96 $18,538 - $20,680
-151 Reduced 1.5%
9,920 $1.36 Million
Q1 2021

May 11, 2021

SELL
$116.36 - $143.16 $208,400 - $256,399
-1,791 Reduced 15.1%
10,071 $1.23 Million
Q4 2020

Feb 10, 2021

BUY
$108.77 - $136.69 $91,910 - $115,503
845 Added 7.67%
11,862 $1.57 Million
Q3 2020

Nov 13, 2020

BUY
$91.03 - $134.18 $815,810 - $1.2 Million
8,962 Added 436.11%
11,017 $1.28 Million
Q2 2020

Aug 13, 2020

BUY
$60.23 - $91.63 $662 - $1,007
11 Added 0.54%
2,055 $749,000
Q1 2020

May 05, 2020

BUY
$56.09 - $81.8 $5,328 - $7,771
95 Added 4.87%
2,044 $520,000
Q4 2019

Feb 06, 2020

BUY
$54.74 - $73.41 $13,356 - $17,912
244 Added 14.31%
1,949 $572,000
Q3 2019

Nov 07, 2019

BUY
$48.33 - $55.99 $82,402 - $95,462
1,705 New
1,705 $381,000
Q2 2019

Aug 07, 2019

SELL
$43.33 - $52.94 $60,618 - $74,063
-1,399 Closed
0 $0
Q1 2019

May 07, 2019

SELL
$35.55 - $48.77 $15,606 - $21,410
-439 Reduced 23.88%
1,399 $266,000
Q4 2018

Feb 11, 2019

SELL
$36.71 - $58.02 $31,460 - $49,723
-857 Reduced 31.8%
1,838 $290,000
Q3 2018

Nov 05, 2018

BUY
$45.98 - $57.09 $123,916 - $153,857
2,695 New
2,695 $608,000
Q2 2018

Aug 14, 2018

SELL
$40.58 - $48.49 $108,105 - $129,177
-2,664 Closed
0 $0
Q1 2018

May 14, 2018

SELL
$38.79 - $45.43 $7,253 - $8,495
-187 Reduced 6.56%
2,664 $447,000
Q4 2017

Feb 09, 2018

BUY
$38.37 - $44.1 $109,392 - $125,729
2,851
2,851 $482,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.69T
  • 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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