A detailed history of Iams Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Iams Wealth Management, LLC holds 11,937 shares of AAPL stock, worth $2.69 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
11,937
Previous 10,289 16.02%
Holding current value
$2.69 Million
Previous $2.17 Billion 28.35%
% of portfolio
1.37%
Previous 1.19%

Shares

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

Oct 11, 2024

BUY
$207.23 - $234.82 $341,515 - $386,983
1,648 Added 16.02%
11,937 $2.78 Billion
Q2 2024

Aug 05, 2024

BUY
$165.0 - $216.67 $627,495 - $823,996
3,803 Added 58.63%
10,289 $2.17 Billion
Q1 2024

Apr 18, 2024

BUY
$169.0 - $195.18 $208,377 - $240,656
1,233 Added 23.47%
6,486 $1.18 Billion
Q4 2023

Feb 07, 2024

BUY
$166.89 - $198.11 $25,033 - $29,716
150 Added 2.94%
5,253 $1.01 Billion
Q3 2023

Nov 14, 2023

BUY
$170.43 - $196.45 $869,704 - $1 Million
5,103 New
5,103 $874 Million
Q1 2023

Oct 30, 2023

BUY
$125.02 - $164.9 $110,017 - $145,112
880 Added 28.11%
4,011 $650 Million
Q4 2022

Oct 27, 2023

BUY
$126.04 - $155.74 $394,631 - $487,621
3,131 New
3,131 $407 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 $3.62T
  • 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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