A detailed history of Kingswood Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 218,012 shares of AAPL stock, worth $50.1 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares
218,012
Previous 2,513,944 91.33%
Holding current value
$50.1 Million
Previous $561 Billion 92.03%
% of portfolio
3.53%
Previous 21.44%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

SELL
$172.42 - $223.89 $396 Million - $514 Million
-2,295,932 Reduced 91.33%
218,012 $44.7 Billion
Q1 2025

Jul 25, 2025

BUY
$209.68 - $247.1 $8,806 - $10,378
42 Added 0.02%
218,054 $48.5 Billion
Q1 2025

Apr 21, 2025

BUY
$209.68 - $247.1 $468 Million - $551 Million
2,230,086 Added 785.63%
2,513,944 $561 Billion
Q4 2024

Jan 22, 2025

SELL
$221.69 - $259.02 $11.8 Million - $13.7 Million
-53,023 Reduced 15.74%
283,858 $71.1 Billion
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 $3.69T
  • 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
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