A detailed history of Lake Point Wealth Management transactions in Apple Inc. stock. As of the latest transaction made, Lake Point Wealth Management holds 4,025 shares of AAPL stock, worth $888,800. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,025
Previous 3,958 1.69%
Holding current value
$888,800
Previous $691,000 20.41%
% of portfolio
0.31%
Previous 0.32%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022

BUY
$130.06 - $178.44 $8,714 - $11,955
67 Added 1.69%
4,025 $550,000
Q1 2022

May 17, 2022

SELL
$150.62 - $182.01 $71,092 - $85,908
-472 Reduced 10.65%
3,958 $691,000
Q4 2021

Feb 23, 2022

BUY
$139.14 - $180.33 $92,528 - $119,919
665 Added 17.66%
4,430 $787,000
Q3 2021

Oct 21, 2021

SELL
$137.27 - $156.69 $27,179 - $31,024
-198 Reduced 5.0%
3,765 $533,000
Q2 2021

Aug 04, 2021

BUY
$122.77 - $136.96 $323,007 - $360,341
2,631 Added 197.52%
3,963 $543,000
Q1 2020

May 18, 2020

BUY
$56.09 - $81.8 $3,533 - $5,153
63 Added 4.96%
1,332 $339,000
Q4 2019

Feb 13, 2020

SELL
$54.74 - $73.41 $2,463 - $3,303
-45 Reduced 3.42%
1,269 $373,000
Q1 2019

Aug 07, 2019

SELL
$35.55 - $48.77 $69,109 - $94,808
-1,944 Reduced 59.67%
1,314 $260,000
Q1 2019

Jun 03, 2019

SELL
$35.55 - $48.77 $4,088 - $5,608
-115 Reduced 3.41%
3,258 $532,000
Q4 2018

Aug 07, 2019

BUY
$36.71 - $58.02 $4,221 - $6,672
115 Added 3.53%
3,373 $532,000
Q4 2018

Feb 21, 2019

BUY
$36.71 - $58.02 $119,601 - $189,029
3,258 New
3,258 $532,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.55T
  • 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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