A detailed history of Intergy Private Wealth, LLC transactions in Apple Inc. stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 13,655 shares of AAPL stock, worth $3.07 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
13,655
Previous 13,087 4.34%
Holding current value
$3.07 Million
Previous $2.76 Million 15.38%
% of portfolio
1.22%
Previous 1.15%

Shares

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

Oct 17, 2024

BUY
$207.23 - $234.82 $117,706 - $133,377
568 Added 4.34%
13,655 $3.18 Million
Q2 2024

Jul 15, 2024

BUY
$165.0 - $216.67 $66,165 - $86,884
401 Added 3.16%
13,087 $2.76 Million
Q1 2024

Apr 24, 2024

SELL
$169.0 - $195.18 $44,954 - $51,917
-266 Reduced 2.05%
12,686 $2.18 Million
Q4 2023

Jan 11, 2024

SELL
$166.89 - $198.11 $2,837 - $3,367
-17 Reduced 0.13%
12,952 $2.49 Million
Q3 2023

Oct 19, 2023

BUY
$170.43 - $196.45 $44,823 - $51,666
263 Added 2.07%
12,969 $2.22 Million
Q2 2023

Aug 11, 2023

BUY
$160.1 - $193.97 $131,282 - $159,055
820 Added 6.9%
12,706 $2.46 Million
Q1 2023

May 03, 2023

BUY
$125.02 - $164.9 $115,143 - $151,872
921 Added 8.4%
11,886 $1.96 Million
Q4 2022

Jan 18, 2023

BUY
$126.04 - $155.74 $92,135 - $113,845
731 Added 7.14%
10,965 $0
Q3 2022

Oct 18, 2022

BUY
$138.2 - $174.55 $136,265 - $172,106
986 Added 10.66%
10,234 $1.41 Million
Q2 2022

Jul 13, 2022

BUY
$130.06 - $178.44 $18,858 - $25,873
145 Added 1.59%
9,248 $1.26 Million
Q1 2022

Apr 25, 2022

BUY
$150.62 - $182.01 $489,665 - $591,714
3,251 Added 55.55%
9,103 $1.59 Million
Q4 2021

Feb 17, 2022

BUY
$139.14 - $180.33 $814,247 - $1.06 Million
5,852 New
5,852 $1.04 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 Intergy Private Wealth, LLC Portfolio

Follow Intergy Private Wealth, 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 Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.