Jfs Wealth Advisors, LLC Apple Inc. Transaction History

Jfs Wealth Advisors, LLC

  • $1.27 Billion
  • Q2 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 127,412 shares of AAPL stock, worth $29 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
127,412
Previous 129,475 1.59%
Holding current value
$29 Million
Previous $22.2 Million 20.87%
% of portfolio
2.12%
Previous 1.77%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$165.0 - $216.67 $340,395 - $446,990
-2,063 Reduced 1.59%
127,412 $26.8 Million
Q1 2024

Apr 30, 2024
SELL
$169.0 - $195.18 $622,934 - $719,433
-3,686 Reduced 2.77%
129,475 $22.2 Million
Q4 2023

Feb 07, 2024
SELL
$166.89 - $198.11 $1.65 Million - $1.96 Million
-9,899 Reduced 6.92%
133,161 $25.6 Million
Q3 2023

Nov 02, 2023
BUY
$170.43 - $196.45 $1.68 Million - $1.94 Million
9,882 Added 7.42%
143,060 $24.5 Million
Q2 2023

Aug 07, 2023
SELL
$160.1 - $193.97 $309,953 - $375,525
-1,936 Reduced 1.43%
133,178 $25.8 Million
Q1 2023

Apr 19, 2023
SELL
$125.02 - $164.9 $271,043 - $357,503
-2,168 Reduced 1.58%
135,114 $22.3 Million
Q4 2022

Feb 13, 2023
SELL
$126.04 - $155.74 $1.13 Million - $1.4 Million
-8,997 Reduced 6.15%
137,282 $17.8 Million
Q3 2022

Oct 21, 2022
BUY
$138.2 - $174.55 $803,080 - $1.01 Million
5,811 Added 4.14%
146,279 $20.2 Million
Q2 2022

Aug 02, 2022
SELL
$130.06 - $178.44 $144,626 - $198,425
-1,112 Reduced 0.79%
140,468 $19.2 Million
Q1 2022

May 02, 2022
BUY
$150.62 - $182.01 $263,585 - $318,517
1,750 Added 1.25%
141,580 $24.7 Million
Q4 2021

Feb 03, 2022
BUY
$139.14 - $180.33 $986,363 - $1.28 Million
7,089 Added 5.34%
139,830 $24.8 Million
Q3 2021

Nov 09, 2021
BUY
$137.27 - $156.69 $10.6 Million - $12.1 Million
76,989 Added 138.09%
132,741 $18.8 Million
Q2 2021

Aug 04, 2021
SELL
$122.77 - $136.96 $1.65 Million - $1.84 Million
-13,454 Reduced 19.44%
55,752 $7.64 Million
Q1 2021

Apr 28, 2021
SELL
$116.36 - $143.16 $518,965 - $638,493
-4,460 Reduced 6.05%
69,206 $8.45 Million
Q4 2020

Feb 01, 2021
BUY
$108.77 - $136.69 $29,367 - $36,906
270 Added 0.37%
73,666 $9.78 Million
Q3 2020

Oct 28, 2020
BUY
$91.03 - $134.18 $4.97 Million - $7.33 Million
54,598 Added 290.45%
73,396 $8.5 Million
Q2 2020

Aug 05, 2020
BUY
$60.23 - $91.63 $8,432 - $12,828
140 Added 0.75%
18,798 $6.86 Million
Q1 2020

Apr 29, 2020
SELL
$56.09 - $81.8 $131,138 - $191,248
-2,338 Reduced 11.14%
18,658 $4.75 Million
Q4 2019

Feb 03, 2020
SELL
$54.74 - $73.41 $23,921 - $32,080
-437 Reduced 2.04%
20,996 $6.17 Million
Q3 2019

Oct 31, 2019
SELL
$48.33 - $55.99 $44,125 - $51,118
-913 Reduced 4.09%
21,433 $4.8 Million
Q2 2019

Aug 06, 2019
SELL
$43.33 - $52.94 $29,291 - $35,787
-676 Reduced 2.94%
22,346 $4.42 Million
Q1 2019

Apr 23, 2019
SELL
$35.55 - $48.77 $213 - $292
-6 Reduced 0.03%
23,022 $4.37 Million
Q4 2018

Jan 28, 2019
SELL
$36.71 - $58.02 $21,328 - $33,709
-581 Reduced 2.46%
23,028 $3.63 Million
Q3 2018

Nov 09, 2018
SELL
$45.98 - $57.09 $127,042 - $157,739
-2,763 Reduced 10.48%
23,609 $5.33 Million
Q2 2018

Jul 26, 2018
SELL
$40.58 - $48.49 $51,698 - $61,776
-1,274 Reduced 4.61%
26,372 $4.88 Million
Q1 2018

Apr 26, 2018
SELL
$38.79 - $45.43 $129,597 - $151,781
-3,341 Reduced 10.78%
27,646 $4.64 Million
Q4 2017

Jan 31, 2018
SELL
$38.37 - $44.1 $105,364 - $121,098
-2,746 Reduced 8.14%
30,987 $5.24 Million
Q3 2017

Oct 20, 2017
BUY
$37.18 - $41.01 $1.25 Million - $1.38 Million
33,733
33,733 $5.2 Million

Others Institutions Holding AAPL

# of Institutions
5,679
Shares Held
8.99B
Call Options Held
190M
Put Options Held
167M
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 $3.66T
  • 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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