A detailed history of Koa Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Koa Wealth Management, LLC holds 74,343 shares of AAPL stock, worth $16.5 Million. This represents 13.23% of its overall portfolio holdings.

Number of Shares
74,343
Previous 78,860 5.73%
Holding current value
$16.5 Million
Previous $13.5 Billion 15.79%
% of portfolio
13.23%
Previous 12.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$165.0 - $216.67 $745,305 - $978,698
-4,517 Reduced 5.73%
74,343 $15.7 Billion
Q1 2024

May 07, 2024

BUY
$169.0 - $195.18 $54,080 - $62,457
320 Added 0.41%
78,860 $13.5 Billion
Q4 2023

May 07, 2024

BUY
$166.89 - $198.11 $13.1 Million - $15.6 Million
78,540 New
78,540 $15.1 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 $3.57T
  • 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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