A detailed history of Joule Financial, LLC transactions in Apple Inc. stock. As of the latest transaction made, Joule Financial, LLC holds 3,154 shares of AAPL stock, worth $709,650. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,154
Previous 3,046 3.55%
Holding current value
$709,650
Previous $641,000 14.51%
% of portfolio
0.27%
Previous 0.26%

Shares

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

Oct 17, 2024

BUY
$207.23 - $234.82 $22,380 - $25,360
108 Added 3.55%
3,154 $734,000
Q2 2024

Oct 17, 2024

BUY
$165.0 - $216.67 $49,170 - $64,567
298 Added 10.84%
3,046 $641,000
Q2 2024

Jul 23, 2024

BUY
$165.0 - $216.67 $49,170 - $64,567
298 Added 10.84%
3,046 $641,000
Q1 2024

Oct 17, 2024

SELL
$169.0 - $195.18 $50,362 - $58,163
-298 Reduced 9.78%
2,748 $471,000
Q1 2024

Apr 30, 2024

SELL
$169.0 - $195.18 $39,546 - $45,672
-234 Reduced 7.85%
2,748 $471,000
Q4 2023

Jan 11, 2024

SELL
$166.89 - $198.11 $758,348 - $900,211
-4,544 Reduced 60.38%
2,982 $574,000
Q3 2023

Oct 26, 2023

BUY
$170.43 - $196.45 $153,898 - $177,394
903 Added 13.63%
7,526 $1.29 Million
Q2 2023

Jul 14, 2023

SELL
$160.1 - $193.97 $77,968 - $94,463
-487 Reduced 6.85%
6,623 $1.28 Million
Q1 2023

Apr 13, 2023

BUY
$125.02 - $164.9 $540,086 - $712,368
4,320 Added 154.84%
7,110 $1.17 Million
Q4 2022

Jan 13, 2023

SELL
$126.04 - $155.74 $5,797 - $7,164
-46 Reduced 1.62%
2,790 $0
Q3 2022

Oct 19, 2022

BUY
$138.2 - $174.55 $11,608 - $14,662
84 Added 3.05%
2,836 $392,000
Q2 2022

Jul 19, 2022

BUY
$130.06 - $178.44 $357,925 - $491,066
2,752 New
2,752 $376,000

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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