Jackson Wealth Management, LLC Apple Inc. Transaction History

Jackson Wealth Management, LLC

  • $535 Million
  • Q1 2024

A detailed history of Jackson Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 197,961 shares of AAPL stock, worth $41.7 Million. This represents 6.34% of its overall portfolio holdings.

Number of Shares
197,961
Previous 193,163 2.48%
Holding current value
$41.7 Million
Previous $37.2 Million 8.72%
% of portfolio
6.34%
Previous 7.62%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024
BUY
$169.0 - $195.18 $810,862 - $936,473
4,798 Added 2.48%
197,961 $33.9 Million
Q4 2023

Feb 14, 2024
BUY
$166.89 - $198.11 $124,833 - $148,186
748 Added 0.39%
193,163 $37.2 Million
Q3 2023

Nov 14, 2023
SELL
$170.43 - $196.45 $228,717 - $263,635
-1,342 Reduced 0.69%
192,415 $32.9 Million
Q2 2023

Aug 02, 2023
BUY
$160.1 - $193.97 $31 Million - $37.6 Million
193,757 New
193,757 $37.6 Million
Q4 2022

Feb 10, 2023
SELL
$126.04 - $155.74 $4.58 Million - $5.66 Million
-36,349 Reduced 14.71%
210,678 $27.4 Million
Q3 2022

Nov 14, 2022
BUY
$138.2 - $174.55 $21.5 Million - $27.2 Million
155,676 Added 170.42%
247,027 $34.1 Million
Q2 2022

Aug 01, 2022
SELL
$130.06 - $178.44 $10.5 Million - $14.4 Million
-80,606 Reduced 46.88%
91,351 $12.5 Million
Q1 2022

May 05, 2022
SELL
$150.62 - $182.01 $637,122 - $769,902
-4,230 Reduced 2.4%
171,957 $30 Million
Q4 2021

Feb 09, 2022
BUY
$139.14 - $180.33 $100,876 - $130,739
725 Added 0.41%
176,187 $31.3 Million
Q3 2021

Dec 10, 2021
SELL
$137.27 - $156.69 $9.29 Million - $10.6 Million
-67,700 Reduced 27.84%
175,462 $88,000
Q2 2021

Aug 03, 2021
BUY
$122.77 - $136.96 $3.37 Million - $3.76 Million
27,454 Added 12.73%
243,162 $33.3 Million
Q1 2021

Apr 12, 2021
SELL
$116.36 - $143.16 $2.71 Million - $3.34 Million
-23,302 Reduced 9.75%
215,708 $26.3 Million
Q4 2020

Feb 02, 2021
SELL
$108.77 - $136.69 $293,352 - $368,652
-2,697 Reduced 1.12%
239,010 $31.7 Million
Q3 2020

Oct 13, 2020
BUY
$91.03 - $134.18 $16.8 Million - $24.7 Million
184,188 Added 320.22%
241,707 $28 Million
Q2 2020

Jul 27, 2020
BUY
$60.23 - $91.63 $147,623 - $224,585
2,451 Added 4.45%
57,519 $21 Million
Q1 2020

May 13, 2020
SELL
$56.09 - $81.8 $383,375 - $559,103
-6,835 Reduced 11.04%
55,068 $17.4 Million
Q4 2019

Feb 04, 2020
BUY
$54.74 - $73.41 $1.01 Million - $1.36 Million
18,515 Added 42.67%
61,903 $19.7 Million
Q3 2019

Nov 07, 2019
BUY
$48.33 - $55.99 $171,716 - $198,932
3,553 Added 8.92%
43,388 $9.98 Million
Q2 2019

Jul 12, 2019
BUY
$43.33 - $52.94 $31,500 - $38,487
727 Added 1.86%
39,835 $8.14 Million
Q1 2019

May 09, 2019
BUY
$35.55 - $48.77 $47,103 - $64,620
1,325 Added 3.51%
39,108 $7.43 Million
Q4 2018

Jan 24, 2019
SELL
$36.71 - $58.02 $1.73 Million - $2.73 Million
-47,014 Reduced 55.44%
37,783 $5.37 Million
Q3 2018

Nov 14, 2018
SELL
$45.98 - $57.09 $2.45 Million - $3.04 Million
-53,223 Reduced 38.56%
84,797 $19.1 Million
Q2 2018

Aug 08, 2018
BUY
$40.58 - $48.49 $3.05 Million - $3.65 Million
75,195 Added 119.69%
138,020 $26.9 Million
Q1 2018

May 03, 2018
BUY
$38.79 - $45.43 $306,208 - $358,624
7,894 Added 14.37%
62,825 $10.8 Million
Q4 2017

Feb 05, 2018
BUY
$38.37 - $44.1 $81,382 - $93,536
2,121 Added 4.02%
54,931 $9.58 Million
Q3 2017

Nov 09, 2017
BUY
$37.18 - $41.01 $399,685 - $440,857
10,750 Added 25.56%
52,810 $8.23 Million
Q2 2017

Aug 10, 2017
BUY
N/A
42,060
42,060 $6.31 Million

Others Institutions Holding AAPL

# of Institutions
5,484
Shares Held
8.82B
Call Options Held
157M
Put Options Held
155M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.38T
  • 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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