Jupiter Wealth Management LLC Apple Inc. Transaction History

Jupiter Wealth Management LLC

$185 Million
Q3 2024

A detailed history of Jupiter Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 59,192 shares of AAPL stock, worth $13.6 Million. This represents 7.46% of its overall portfolio holdings.

Number of Shares

59,192

Previous 58,788 0.69%

Holding current value

$13.6 Million

Previous $12.4 Million 11.34%

% of portfolio

7.46%

Previous 5.83%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$207.23 - $234.82 $83,720 - $94,867	404 Added 0.69%	59,192 $13.8 Million
Q2 2024 Aug 12, 2024	SELL	$165.0 - $216.67 $566,940 - $744,478	-3,436 Reduced 5.52%	58,788 $12.4 Million
Q1 2024 May 09, 2024	SELL	$169.0 - $195.18 $420,810 - $485,998	-2,490 Reduced 3.85%	62,224 $10.7 Million
Q4 2023 Feb 07, 2024	BUY	$166.89 - $198.11 $175,735 - $208,609	1,053 Added 1.65%	64,714 $12.5 Million
Q3 2023 Nov 13, 2023	BUY	$170.43 - $196.45 $428,120 - $493,482	2,512 Added 4.11%	63,661 $10.9 Million
Q2 2023 Aug 15, 2023	BUY	$160.1 - $193.97 $764,317 - $926,012	4,774 Added 8.47%	61,149 $11.9 Million
Q1 2023 Apr 13, 2023	BUY	$125.02 - $164.9 $381,060 - $502,615	3,048 Added 5.72%	56,375 $9.3 Million
Q4 2022 Feb 14, 2023	BUY	$126.04 - $155.74 $378,120 - $467,220	3,000 Added 5.96%	53,327 $6.93 Million
Q2 2022 Aug 15, 2022	SELL	$130.06 - $178.44 $1.73 Million - $2.37 Million	-13,285 Reduced 20.88%	50,327 $6.88 Million
Q4 2021 Feb 09, 2022	BUY	$139.14 - $180.33 $39,376 - $51,033	283 Added 0.45%	63,612 $11.3 Million
Q3 2021 Nov 17, 2021	BUY	$137.27 - $156.69 $274,540 - $313,380	2,000 Added 3.26%	63,329 $9.37 Million
Q2 2021 Aug 09, 2021	SELL	$122.77 - $136.96 $179,366 - $200,098	-1,461 Reduced 2.33%	61,329 $8.96 Million
Q1 2021 Apr 30, 2021	SELL	$116.36 - $143.16 $17,454 - $21,474	-150 Reduced 0.24%	62,790 $8.38 Million
Q4 2020 Feb 12, 2021	BUY	$108.77 - $136.69 $717,555 - $901,743	6,597 Added 11.71%	62,940 $8.35 Million
Q3 2020 Nov 19, 2020	BUY	$91.03 - $134.18 $4.34 Million - $6.4 Million	47,721 Added 553.48%	56,343 $6.53 Million
Q2 2020 Aug 17, 2020	BUY	$60.23 - $91.63 $10,118 - $15,393	168 Added 1.99%	8,622 $3.39 Million
Q3 2019 Oct 31, 2019	BUY	$48.33 - $55.99 $821 - $951	17 Added 0.2%	8,454 $1.89 Million
Q2 2019 Aug 02, 2019	SELL	$43.33 - $52.94 $86,660 - $105,880	-2,000 Reduced 19.16%	8,437 $1.72 Million
Q1 2019 Apr 22, 2019	BUY	$35.55 - $48.77 $371,035 - $509,012	10,437 New	10,437 $2.13 Million

Others Institutions Holding AAPL

# of Institutions

5,695

Shares Held

8.8B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.69T
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jupiter Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jupiter Wealth Management LLC with notifications on news.

Account

Jupiter Wealth Management LLC Apple Inc. Transaction History