A detailed history of Institutional & Family Asset Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 50,422 shares of AAPL stock, worth $11.4 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
50,422
Previous 49,735 1.38%
Holding current value
$11.4 Million
Previous $8.53 Million 24.52%
% of portfolio
1.25%
Previous 1.03%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

BUY
$165.0 - $216.67 $113,355 - $148,852
687 Added 1.38%
50,422 $10.6 Million
Q1 2024

May 08, 2024

BUY
$169.0 - $195.18 $7,098 - $8,197
42 Added 0.08%
49,735 $8.53 Million
Q4 2023

Feb 06, 2024

SELL
$166.89 - $198.11 $480,476 - $570,358
-2,879 Reduced 5.48%
49,693 $9.57 Million
Q3 2023

Nov 13, 2023

SELL
$170.43 - $196.45 $35,790 - $41,254
-210 Reduced 0.4%
52,572 $9 Million
Q2 2023

Aug 09, 2023

BUY
$160.1 - $193.97 $125,998 - $152,654
787 Added 1.51%
52,782 $10.2 Million
Q1 2023

May 08, 2023

BUY
$125.02 - $164.9 $271,043 - $357,503
2,168 Added 4.35%
51,995 $8.57 Million
Q4 2022

Feb 08, 2023

SELL
$126.04 - $155.74 $170,154 - $210,249
-1,350 Reduced 2.64%
49,827 $6.47 Million
Q3 2022

Nov 07, 2022

SELL
$138.2 - $174.55 $552 - $698
-4 Reduced 0.01%
51,177 $7.07 Million
Q2 2022

Aug 08, 2022

BUY
$130.06 - $178.44 $112,241 - $153,993
863 Added 1.72%
51,181 $7 Million
Q1 2022

May 11, 2022

SELL
$150.62 - $182.01 $129,081 - $155,982
-857 Reduced 1.67%
50,318 $8.79 Million
Q4 2021

Feb 14, 2022

SELL
$139.14 - $180.33 $987,893 - $1.28 Million
-7,100 Reduced 12.18%
51,175 $9.09 Million
Q3 2021

Nov 10, 2021

SELL
$137.27 - $156.69 $372,962 - $425,726
-2,717 Reduced 4.45%
58,275 $8.25 Million
Q2 2021

Aug 10, 2021

BUY
$122.77 - $136.96 $735,515 - $820,527
5,991 Added 10.89%
60,992 $8.35 Million
Q1 2021

May 06, 2021

BUY
$116.36 - $143.16 $109,960 - $135,286
945 Added 1.75%
55,001 $6.72 Million
Q4 2020

Feb 03, 2021

SELL
$108.77 - $136.69 $654,142 - $822,053
-6,014 Reduced 10.01%
54,056 $7.17 Million
Q3 2020

Oct 30, 2020

BUY
$91.03 - $134.18 $3.26 Million - $4.8 Million
35,810 Added 147.61%
60,070 $6.96 Million
Q2 2020

Aug 14, 2020

SELL
$60.23 - $91.63 $9,456 - $14,385
-157 Reduced 0.64%
24,260 $8.85 Million
Q1 2020

May 14, 2020

SELL
$56.09 - $81.8 $60,577 - $88,344
-1,080 Reduced 4.24%
24,417 $6.21 Million
Q4 2019

Feb 14, 2020

SELL
$54.74 - $73.41 $208,176 - $279,178
-3,803 Reduced 12.98%
25,497 $7.49 Million
Q3 2019

Nov 14, 2019

SELL
$48.33 - $55.99 $25,953 - $30,066
-537 Reduced 1.8%
29,300 $6.56 Million
Q2 2019

Aug 14, 2019

SELL
$43.33 - $52.94 $119,200 - $145,637
-2,751 Reduced 8.44%
29,837 $5.91 Million
Q1 2019

May 13, 2019

BUY
$35.55 - $48.77 $18,983 - $26,043
534 Added 1.67%
32,588 $6.19 Million
Q4 2018

Feb 14, 2019

SELL
$36.71 - $58.02 $73,566 - $116,272
-2,004 Reduced 5.88%
32,054 $5.06 Million
Q3 2018

Nov 13, 2018

SELL
$45.98 - $57.09 $135,686 - $168,472
-2,951 Reduced 7.97%
34,058 $7.69 Million
Q2 2018

Aug 13, 2018

SELL
$40.58 - $48.49 $48,087 - $57,460
-1,185 Reduced 3.1%
37,009 $6.85 Million
Q1 2018

May 14, 2018

SELL
$38.79 - $45.43 $206,362 - $241,687
-5,320 Reduced 12.23%
38,194 $6.41 Million
Q4 2017

Feb 14, 2018

BUY
$38.37 - $44.1 $137,249 - $157,745
3,577 Added 8.96%
43,514 $7.36 Million
Q3 2017

Nov 14, 2017

BUY
$37.18 - $41.01 $101,092 - $111,506
2,719 Added 7.31%
39,937 $6.16 Million
Q2 2017

Aug 14, 2017

BUY
N/A
37,218
37,218 $5.36 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 $3.64T
  • 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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