A detailed history of Kingswood Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 336,881 shares of AAPL stock, worth $76.8 Million. This represents 5.57% of its overall portfolio holdings.

Number of Shares
336,881
Previous 299,798 12.37%
Holding current value
$76.8 Million
Previous $63.1 Billion 23.78%
% of portfolio
5.57%
Previous 5.69%

Shares

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

Oct 21, 2024

BUY
$207.23 - $234.82 $7.68 Million - $8.71 Million
37,083 Added 12.37%
336,881 $78.2 Billion
Q2 2024

Jul 09, 2024

BUY
$165.0 - $216.67 $8.03 Million - $10.6 Million
48,692 Added 19.39%
299,798 $63.1 Billion
Q1 2024

Apr 15, 2024

SELL
$169.0 - $195.18 $3.66 Million - $4.22 Million
-21,638 Reduced 7.93%
251,106 $43.1 Billion
Q4 2023

Jan 16, 2024

BUY
$166.89 - $198.11 $31.4 Million - $37.3 Million
188,330 Added 223.1%
272,744 $52.5 Billion
Q3 2023

Oct 23, 2023

SELL
$170.43 - $196.45 $11.4 Million - $13.2 Million
-67,155 Reduced 44.31%
84,414 $21 Billion
Q2 2023

Aug 09, 2023

BUY
$160.1 - $193.97 $24.3 Million - $29.4 Million
151,569 New
151,569 $29.4 Billion

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.66T
  • 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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