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 $2.96 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
11,937
Previous 10,289 16.02%
Holding current value
$2.96 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 $3.99T
  • 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
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.