A detailed history of Jfg Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 12,952 shares of AAPL stock, worth $2.91 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
12,952
Previous 3,656 254.27%
Holding current value
$2.91 Million
Previous $770,000 291.69%
% of portfolio
0.83%
Previous 0.22%

Shares

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

Oct 30, 2024

BUY
$207.23 - $234.82 $1.93 Million - $2.18 Million
9,296 Added 254.27%
12,952 $3.02 Million
Q2 2024

Aug 01, 2024

SELL
$165.0 - $216.67 $95,370 - $125,235
-578 Reduced 13.65%
3,656 $770,000
Q1 2024

May 10, 2024

SELL
$169.0 - $195.18 $300,989 - $347,615
-1,781 Reduced 29.61%
4,234 $726,000
Q4 2023

Feb 06, 2024

BUY
$166.89 - $198.11 $585,950 - $695,564
3,511 Added 140.22%
6,015 $1.16 Million
Q2 2023

Jul 31, 2023

BUY
$160.1 - $193.97 $59,877 - $72,544
374 Added 17.56%
2,504 $485,000
Q1 2023

May 09, 2023

SELL
$125.02 - $164.9 $21,753 - $28,692
-174 Reduced 7.55%
2,130 $351,000
Q2 2022

Aug 11, 2022

BUY
$130.06 - $178.44 $299,658 - $411,125
2,304 New
2,304 $315,000
Q1 2022

May 06, 2022

SELL
$150.62 - $182.01 $660,318 - $797,931
-4,384 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$139.14 - $180.33 $838,875 - $1.09 Million
-6,029 Reduced 57.9%
4,384 $778,000
Q3 2021

Nov 15, 2021

BUY
$137.27 - $156.69 $58,065 - $66,279
423 Added 4.23%
10,413 $1.47 Million
Q2 2021

Aug 12, 2021

BUY
$122.77 - $136.96 $507,531 - $566,192
4,134 Added 70.59%
9,990 $1.37 Million
Q1 2021

May 12, 2021

SELL
$116.36 - $143.16 $13,032 - $16,033
-112 Reduced 1.88%
5,856 $715,000
Q4 2020

Feb 03, 2021

BUY
$108.77 - $136.69 $20,883 - $26,244
192 Added 3.32%
5,968 $791,000
Q3 2020

Nov 03, 2020

BUY
$91.03 - $134.18 $394,341 - $581,267
4,332 Added 300.0%
5,776 $668,000
Q2 2020

Aug 12, 2020

SELL
$60.23 - $91.63 $1,806 - $2,748
-30 Reduced 2.04%
1,444 $527,000
Q1 2020

May 12, 2020

BUY
$56.09 - $81.8 $1,682 - $2,454
30 Added 2.08%
1,474 $375,000
Q4 2019

Feb 06, 2020

SELL
$54.74 - $73.41 $66,563 - $89,266
-1,216 Reduced 45.71%
1,444 $424,000
Q2 2019

Aug 01, 2019

BUY
$43.33 - $52.94 $50,046 - $61,145
1,155 Added 76.74%
2,660 $551,000
Q1 2019

May 14, 2019

SELL
$35.55 - $48.77 $39,851 - $54,671
-1,121 Reduced 42.69%
1,505 $286,000
Q4 2018

Feb 14, 2019

BUY
$36.71 - $58.02 $96,400 - $152,360
2,626 New
2,626 $414,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.62T
  • 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
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