Kiley Juergens Wealth Management, LLC Apple Inc. Transaction History

Kiley Juergens Wealth Management, LLC

$372 Million
Q3 2024

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 158,631 shares of AAPL stock, worth $37.3 Million. This represents 9.94% of its overall portfolio holdings.

Number of Shares

158,631

Previous 159,859 0.77%

Holding current value

$37.3 Million

Previous $33.7 Million 9.73%

% of portfolio

9.94%

Previous 9.7%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$207.23 - $234.82 $254,478 - $288,358	-1,228 Reduced 0.77%	158,631 $36.9 Million
Q2 2024 Jul 23, 2024	BUY	$165.0 - $216.67 $126,555 - $166,185	767 Added 0.48%	159,859 $33.7 Million
Q1 2024 Apr 18, 2024	SELL	$169.0 - $195.18 $495,677 - $572,462	-2,933 Reduced 1.81%	159,092 $27.3 Million
Q4 2023 Jan 30, 2024	SELL	$166.89 - $198.11 $1.48 Million - $1.75 Million	-8,852 Reduced 5.18%	162,025 $31.2 Million
Q3 2023 Oct 17, 2023	SELL	$170.43 - $196.45 $897,313 - $1.03 Million	-5,265 Reduced 2.99%	170,877 $29.3 Million
Q2 2023 Jul 26, 2023	SELL	$160.1 - $193.97 $266,406 - $322,766	-1,664 Reduced 0.94%	176,142 $34.2 Million
Q1 2023 May 02, 2023	SELL	$125.02 - $164.9 $12,877 - $16,984	-103 Reduced 0.06%	177,806 $29.3 Million
Q4 2022 Feb 06, 2023	SELL	$126.04 - $155.74 $102,974 - $127,239	-817 Reduced 0.46%	177,909 $23.1 Million
Q3 2022 Oct 11, 2022	SELL	$138.2 - $174.55 $226,786 - $286,436	-1,641 Reduced 0.91%	178,726 $24.7 Million
Q2 2022 Jul 29, 2022	BUY	$130.06 - $178.44 $7.78 Million - $10.7 Million	59,812 Added 49.61%	180,367 $24.7 Million
Q1 2022 Apr 27, 2022	SELL	$150.62 - $182.01 $8.47 Million - $10.2 Million	-56,237 Reduced 31.81%	120,555 $21.1 Million
Q1 2022 Apr 12, 2022	BUY	$150.62 - $182.01 $1.36 Million - $1.65 Million	9,054 Added 5.4%	176,792 $30.9 Million
Q4 2021 Jan 20, 2022	BUY	$139.14 - $180.33 $708,918 - $918,781	5,095 Added 3.13%	167,738 $29.8 Million
Q3 2021 Oct 13, 2021	BUY	$137.27 - $156.69 $197,394 - $225,320	1,438 Added 0.89%	162,643 $23 Million
Q2 2021 Jul 22, 2021	BUY	$122.77 - $136.96 $489,975 - $546,607	3,991 Added 2.54%	161,205 $22.1 Million
Q1 2021 Apr 29, 2021	BUY	$116.36 - $143.16 $1.1 Million - $1.36 Million	9,487 Added 6.42%	157,214 $19.2 Million
Q4 2020 Jan 19, 2021	SELL	$108.77 - $136.69 $99,524 - $125,071	-915 Reduced 0.62%	147,727 $19.6 Million
Q3 2020 Oct 23, 2020	BUY	$91.03 - $134.18 $9.66 Million - $14.2 Million	106,125 Added 249.61%	148,642 $17.2 Million
Q2 2020 Jul 14, 2020	SELL	$60.23 - $91.63 $51,918 - $78,985	-862 Reduced 1.99%	42,517 $15.5 Million
Q1 2020 Apr 17, 2020	SELL	$56.09 - $81.8 $1,177 - $1,717	-21 Reduced 0.05%	43,379 $11 Million
Q4 2019 Jan 21, 2020	SELL	$54.74 - $73.41 $66,947 - $89,780	-1,223 Reduced 2.74%	43,400 $12.7 Million
Q3 2019 Oct 15, 2019	SELL	$48.33 - $55.99 $27,209 - $31,522	-563 Reduced 1.25%	44,623 $9.99 Million
Q2 2019 Jul 11, 2019	BUY	$43.33 - $52.94 $563 - $688	13 Added 0.03%	45,186 $8.94 Million
Q1 2019 Apr 12, 2019	BUY	$35.55 - $48.77 $22,858 - $31,359	643 Added 1.44%	45,173 $8.58 Million
Q4 2018 Jan 15, 2019	BUY	$36.71 - $58.02 $18,134 - $28,661	494 Added 1.12%	44,530 $7.02 Million
Q3 2018 Oct 10, 2018	BUY	$45.98 - $57.09 $231,509 - $287,448	5,035 Added 12.91%	44,036 $9.94 Million
Q2 2018 Jul 23, 2018	BUY	$40.58 - $48.49 $15,460 - $18,474	381 Added 0.99%	39,001 $7.22 Million
Q1 2018 Apr 23, 2018	SELL	$38.79 - $45.43 $42,707 - $50,018	-1,101 Reduced 2.77%	38,620 $6.48 Million
Q4 2017 Feb 12, 2018	BUY	$38.37 - $44.1 $1.52 Million - $1.75 Million	39,721	39,721 $6.72 Million

Others Institutions Holding AAPL

# of Institutions

5,697

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 $3.78T
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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Kiley Juergens Wealth Management, LLC Apple Inc. Transaction History