Jeppson Wealth Management, LLC Apple Inc. Transaction History

Jeppson Wealth Management, LLC

  • $279 Million
  • Q3 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 99,881 shares of AAPL stock, worth $25.9 Million. This represents 8.34% of its overall portfolio holdings.

Number of Shares
99,881
Previous 100,285 0.4%
Holding current value
$25.9 Million
Previous $21.1 Million 10.13%
% of portfolio
8.34%
Previous 8.06%

Shares

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

Nov 04, 2024
SELL
$207.23 - $234.82 $83,720 - $94,867
-404 Reduced 0.4%
99,881 $23.3 Million
Q2 2024

Aug 05, 2024
SELL
$165.0 - $216.67 $52,140 - $68,467
-316 Reduced 0.31%
100,285 $21.1 Million
Q1 2024

Apr 17, 2024
SELL
$169.0 - $195.18 $125,736 - $145,213
-744 Reduced 0.73%
100,601 $17.3 Million
Q4 2023

Jan 11, 2024
SELL
$166.89 - $198.11 $105,307 - $125,007
-631 Reduced 0.62%
101,345 $19.5 Million
Q3 2023

Oct 25, 2023
SELL
$170.43 - $196.45 $557,987 - $643,177
-3,274 Reduced 3.11%
101,976 $17.5 Million
Q2 2023

Jul 31, 2023
SELL
$160.1 - $193.97 $393,045 - $476,196
-2,455 Reduced 2.28%
105,250 $20.4 Million
Q1 2023

Apr 27, 2023
SELL
$125.02 - $164.9 $378,435 - $499,152
-3,027 Reduced 2.73%
107,705 $17.8 Million
Q4 2022

Jan 27, 2023
BUY
$126.04 - $155.74 $32,644 - $40,336
259 Added 0.23%
110,732 $0
Q3 2022

Oct 20, 2022
SELL
$138.2 - $174.55 $86,236 - $108,919
-624 Reduced 0.56%
110,473 $15.3 Million
Q2 2022

Aug 03, 2022
BUY
$130.06 - $178.44 $1.43 Million - $1.97 Million
11,021 Added 11.01%
111,097 $15.2 Million
Q1 2022

Apr 27, 2022
SELL
$150.62 - $182.01 $23,195 - $28,029
-154 Reduced 0.15%
100,076 $17.5 Million
Q4 2021

Jan 19, 2022
SELL
$139.14 - $180.33 $230,694 - $298,987
-1,658 Reduced 1.63%
100,230 $17.8 Million
Q3 2021

Nov 17, 2021
SELL
$137.27 - $156.69 $18,668 - $21,309
-136 Reduced 0.13%
101,888 $14.4 Million
Q2 2021

Jul 20, 2021
SELL
$122.77 - $136.96 $124,734 - $139,151
-1,016 Reduced 0.99%
102,024 $14 Million
Q1 2021

May 19, 2021
SELL
$116.36 - $143.16 $98,440 - $121,113
-846 Reduced 0.81%
103,040 $12.6 Million
Q4 2020

Mar 05, 2021
SELL
$108.77 - $136.69 $131,502 - $165,258
-1,209 Reduced 1.15%
103,886 $13.8 Million
Q3 2020

Nov 19, 2020
BUY
$91.03 - $134.18 $9.57 Million - $14.1 Million
105,095 New
105,095 $12.2 Million

Others Institutions Holding AAPL

# of Institutions
5,706
Shares Held
8.78B
Call Options Held
219M
Put Options Held
196M
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 $4.16T
  • 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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