A detailed history of Klingman & Associates, LLC transactions in Apple Inc. stock. As of the latest transaction made, Klingman & Associates, LLC holds 248,989 shares of AAPL stock, worth $57.3 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares
248,989
Previous 239,596 3.92%
Holding current value
$57.3 Million
Previous $50.5 Million 14.91%
% of portfolio
3.6%
Previous 3.41%

Shares

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

Nov 01, 2024

BUY
$207.23 - $234.82 $1.95 Million - $2.21 Million
9,393 Added 3.92%
248,989 $58 Million
Q2 2024

Jul 30, 2024

SELL
$165.0 - $216.67 $136,950 - $179,836
-830 Reduced 0.35%
239,596 $50.5 Million
Q1 2024

May 01, 2024

SELL
$169.0 - $195.18 $20,449 - $23,616
-121 Reduced 0.05%
240,426 $41.2 Million
Q4 2023

Jan 29, 2024

SELL
$166.89 - $198.11 $1.03 Million - $1.22 Million
-6,170 Reduced 2.5%
240,547 $46.3 Million
Q3 2023

Oct 30, 2023

BUY
$170.43 - $196.45 $1.21 Million - $1.39 Million
7,075 Added 2.95%
246,717 $42.2 Million
Q2 2023

Jul 31, 2023

BUY
$160.1 - $193.97 $4.03 Million - $4.88 Million
25,154 Added 11.73%
239,642 $46.5 Million
Q1 2023

May 03, 2023

SELL
$125.02 - $164.9 $270,543 - $356,843
-2,164 Reduced 1.0%
214,488 $35.4 Million
Q4 2022

Feb 03, 2023

SELL
$126.04 - $155.74 $781,321 - $965,432
-6,199 Reduced 2.78%
216,652 $28.1 Million
Q3 2022

Oct 28, 2022

BUY
$138.2 - $174.55 $2.81 Million - $3.54 Million
20,300 Added 10.02%
222,851 $30.8 Million
Q2 2022

Jul 27, 2022

BUY
$130.06 - $178.44 $763,842 - $1.05 Million
5,873 Added 2.99%
202,551 $27.7 Million
Q1 2022

May 06, 2022

BUY
$150.62 - $182.01 $2.67 Million - $3.23 Million
17,735 Added 9.91%
196,678 $34.3 Million
Q4 2021

Jan 31, 2022

BUY
$139.14 - $180.33 $938,777 - $1.22 Million
6,747 Added 3.92%
178,943 $31.8 Million
Q3 2021

Nov 01, 2021

BUY
$137.27 - $156.69 $211,395 - $241,302
1,540 Added 0.9%
172,196 $24.4 Million
Q2 2021

Jul 27, 2021

BUY
$122.77 - $136.96 $265,060 - $295,696
2,159 Added 1.28%
170,656 $23.4 Million
Q1 2021

Apr 29, 2021

BUY
$116.36 - $143.16 $162,904 - $200,424
1,400 Added 0.84%
168,497 $20.6 Million
Q4 2020

Feb 09, 2021

SELL
$108.77 - $136.69 $2.83 Million - $3.56 Million
-26,030 Reduced 13.48%
167,097 $22.2 Million
Q3 2020

Nov 03, 2020

BUY
$91.03 - $134.18 $13 Million - $19.2 Million
143,115 Added 286.16%
193,127 $22.4 Million
Q2 2020

Aug 04, 2020

SELL
$60.23 - $91.63 $91,007 - $138,452
-1,511 Reduced 2.93%
50,012 $18.2 Million
Q1 2020

Apr 29, 2020

BUY
$56.09 - $81.8 $229,464 - $334,643
4,091 Added 8.62%
51,523 $13.1 Million
Q4 2019

Jan 29, 2020

BUY
$54.74 - $73.41 $260,069 - $348,770
4,751 Added 11.13%
47,432 $13.9 Million
Q3 2019

Oct 22, 2019

SELL
$48.33 - $55.99 $12,565 - $14,557
-260 Reduced 0.61%
42,681 $9.56 Million
Q2 2019

Sep 27, 2019

BUY
$43.33 - $52.94 $314,229 - $383,920
7,252 Added 20.32%
42,941 $8.5 Million
Q2 2019

Jul 24, 2019

SELL
$43.33 - $52.94 $277,441 - $338,974
-6,403 Reduced 15.21%
35,689 $7.06 Million
Q1 2019

May 03, 2019

BUY
$35.55 - $48.77 $19,516 - $26,774
549 Added 1.32%
42,092 $8 Million
Q4 2018

Jan 28, 2019

SELL
$36.71 - $58.02 $12,261 - $19,378
-334 Reduced 0.8%
41,543 $6.55 Million
Q3 2018

Oct 26, 2018

BUY
$45.98 - $57.09 $22,990 - $28,545
500 Added 1.21%
41,877 $9.45 Million
Q2 2018

Aug 02, 2018

BUY
$40.58 - $48.49 $7,223 - $8,631
178 Added 0.43%
41,377 $7.66 Million
Q1 2018

Apr 25, 2018

SELL
$38.79 - $45.43 $1.1 Million - $1.28 Million
-28,259 Reduced 40.69%
41,199 $6.91 Million
Q4 2017

Feb 02, 2018

BUY
$38.37 - $44.1 $2.49 Million - $2.87 Million
64,981 Added 1451.44%
69,458 $11.8 Million
Q3 2017

Oct 24, 2017

BUY
$37.18 - $41.01 $166,454 - $183,601
4,477
4,477 $690,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.7T
  • 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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