A detailed history of Inspirion Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 58,872 shares of AAPL stock, worth $13.2 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
58,872
Previous 59,017 0.25%
Holding current value
$13.2 Million
Previous $12.4 Million 10.31%
% of portfolio
1.93%
Previous 1.91%

Shares

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

Oct 04, 2024

SELL
$207.23 - $234.82 $30,048 - $34,048
-145 Reduced 0.25%
58,872 $13.7 Million
Q2 2024

Jul 12, 2024

SELL
$165.0 - $216.67 $42,405 - $55,684
-257 Reduced 0.43%
59,017 $12.4 Million
Q1 2024

Apr 12, 2024

BUY
$169.0 - $195.18 $81,458 - $94,076
482 Added 0.82%
59,274 $10.2 Million
Q4 2023

Jan 10, 2024

SELL
$166.89 - $198.11 $154,206 - $183,053
-924 Reduced 1.55%
58,792 $11.3 Million
Q3 2023

Oct 13, 2023

BUY
$170.43 - $196.45 $65,956 - $76,026
387 Added 0.65%
59,716 $10.2 Million
Q2 2023

Jul 20, 2023

BUY
$160.1 - $193.97 $24,335 - $29,483
152 Added 0.26%
59,329 $11.5 Million
Q1 2023

Apr 07, 2023

BUY
$125.02 - $164.9 $53,383 - $70,412
427 Added 0.73%
59,177 $9.76 Million
Q4 2022

Jan 18, 2023

SELL
$126.04 - $155.74 $62,641 - $77,402
-497 Reduced 0.84%
58,750 $0
Q3 2022

Oct 18, 2022

SELL
$138.2 - $174.55 $34,135 - $43,113
-247 Reduced 0.42%
59,247 $8.19 Million
Q2 2022

Jul 27, 2022

BUY
$130.06 - $178.44 $66,590 - $91,361
512 Added 0.87%
59,494 $8.13 Million
Q1 2022

Apr 14, 2022

BUY
$150.62 - $182.01 $206,801 - $249,899
1,373 Added 2.38%
58,982 $10.3 Million
Q4 2021

Jan 21, 2022

SELL
$139.14 - $180.33 $147,070 - $190,608
-1,057 Reduced 1.8%
57,609 $10.2 Million
Q3 2021

Oct 08, 2021

BUY
$137.27 - $156.69 $352,234 - $402,066
2,566 Added 4.57%
58,666 $8.3 Million
Q2 2021

Jul 16, 2021

SELL
$122.77 - $136.96 $72,679 - $81,080
-592 Reduced 1.04%
56,100 $7.68 Million
Q1 2021

Apr 15, 2021

BUY
$116.36 - $143.16 $13,032 - $16,033
112 Added 0.2%
56,692 $6.93 Million
Q4 2020

Jan 22, 2021

BUY
$108.77 - $136.69 $57,539 - $72,309
529 Added 0.94%
56,580 $7.51 Million
Q3 2020

Oct 14, 2020

BUY
$91.03 - $134.18 $3.8 Million - $5.6 Million
41,729 Added 291.36%
56,051 $6.49 Million
Q2 2020

Jul 09, 2020

SELL
$60.23 - $91.63 $11,865 - $18,051
-197 Reduced 1.36%
14,322 $5.23 Million
Q1 2020

Apr 23, 2020

BUY
$56.09 - $81.8 $5,945 - $8,670
106 Added 0.74%
14,519 $3.69 Million
Q4 2019

Jan 14, 2020

SELL
$54.74 - $73.41 $4,433 - $5,946
-81 Reduced 0.56%
14,413 $4.23 Million
Q3 2019

Oct 22, 2019

SELL
$48.33 - $55.99 $11,937 - $13,829
-247 Reduced 1.68%
14,494 $3.25 Million
Q2 2019

Jul 15, 2019

BUY
$43.33 - $52.94 $953 - $1,164
22 Added 0.15%
14,741 $2.92 Million
Q1 2019

Apr 16, 2019

BUY
$35.55 - $48.77 $13,508 - $18,532
380 Added 2.65%
14,719 $2.8 Million
Q4 2018

Jan 22, 2019

BUY
$36.71 - $58.02 $14,280 - $22,569
389 Added 2.79%
14,339 $2.26 Million
Q3 2018

Nov 14, 2018

SELL
$45.98 - $57.09 $9,058 - $11,246
-197 Reduced 1.39%
13,950 $3.15 Million
Q2 2018

Jul 19, 2018

SELL
$40.58 - $48.49 $15,176 - $18,135
-374 Reduced 2.58%
14,147 $2.62 Million
Q1 2018

Apr 18, 2018

BUY
$38.79 - $45.43 $25,717 - $30,120
663 Added 4.78%
14,521 $2.44 Million
Q4 2017

Jan 16, 2018

BUY
$38.37 - $44.1 $26,782 - $30,781
698 Added 5.3%
13,858 $2.35 Million
Q3 2017

Nov 14, 2017

BUY
$37.18 - $41.01 $489,288 - $539,691
13,160
13,160 $2.03 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
Track This Portfolio

Track Inspirion Wealth Advisors, LLC Portfolio

Follow Inspirion Wealth Advisors, 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 Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.