A detailed history of Investments & Financial Planning, LLC transactions in Apple Inc. stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 2,973 shares of AAPL stock, worth $662,146. This represents 0.44% of its overall portfolio holdings.

Number of Shares
2,973
Previous 2,970 0.1%
Holding current value
$662,146
Previous $625,000 10.72%
% of portfolio
0.44%
Previous 0.42%

Shares

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

Oct 15, 2024

BUY
$207.23 - $234.82 $621 - $704
3 Added 0.1%
2,973 $692,000
Q2 2024

Jul 18, 2024

BUY
$165.0 - $216.67 $165 - $216
1 Added 0.03%
2,970 $625,000
Q1 2024

May 03, 2024

BUY
$169.0 - $195.18 $59,319 - $68,508
351 Added 13.41%
2,969 $509,000
Q4 2023

Jan 18, 2024

BUY
$166.89 - $198.11 $166 - $198
1 Added 0.04%
2,618 $504,000
Q2 2023

Jul 18, 2023

BUY
$160.1 - $193.97 $960 - $1,163
6 Added 0.23%
2,617 $507,000
Q1 2023

May 02, 2023

SELL
$125.02 - $164.9 $44,757 - $59,034
-358 Reduced 12.06%
2,611 $430,000
Q4 2022

Feb 28, 2023

BUY
$126.04 - $155.74 $27,854 - $34,418
221 Added 8.04%
2,969 $385,000
Q2 2022

Aug 11, 2022

BUY
$130.06 - $178.44 $4,031 - $5,531
31 Added 1.14%
2,748 $376,000
Q4 2021

Feb 11, 2022

BUY
$139.14 - $180.33 $378,043 - $489,956
2,717 New
2,717 $468,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.58T
  • 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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