A detailed history of Holistic Planning, LLC transactions in Apple Inc. stock. As of the latest transaction made, Holistic Planning, LLC holds 22,794 shares of AAPL stock, worth $5.02 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
22,794
Previous 15,860 43.72%
Holding current value
$5.02 Million
Previous $3.52 Billion 32.74%
% of portfolio
1.34%
Previous 1.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025

BUY
$172.42 - $223.89 $1.2 Million - $1.55 Million
6,934 Added 43.72%
22,794 $4.68 Billion
Q1 2025

Apr 23, 2025

BUY
$209.68 - $247.1 $88,484 - $104,276
422 Added 2.73%
15,860 $3.52 Billion
Q4 2024

Jan 24, 2025

BUY
$221.69 - $259.02 $85,572 - $99,981
386 Added 2.56%
15,438 $3.87 Billion
Q3 2024

Nov 01, 2024

BUY
$207.23 - $234.82 $187,128 - $212,042
903 Added 6.38%
15,052 $3.51 Billion
Q1 2024

May 01, 2024

SELL
$169.0 - $195.18 $107,822 - $124,524
-638 Reduced 4.31%
14,149 $2.43 Billion
Q4 2023

Feb 14, 2024

BUY
$166.89 - $198.11 $2.47 Million - $2.93 Million
14,787 New
14,787 $2.85 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 $3.54T
  • 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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