Laurel Wealth Planning LLC Apple Inc. Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

A detailed history of Laurel Wealth Planning LLC transactions in Apple Inc. stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 2,681 shares of AAPL stock, worth $629,847. This represents 0.41% of its overall portfolio holdings.

Number of Shares

2,681

Previous 3,881 30.92%

Holding current value

$629,847

Previous $817,000 23.5%

% of portfolio

0.41%

Previous 0.57%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$207.23 - $234.82 $248,676 - $281,784	-1,200 Reduced 30.92%	2,681 $625,000
Q2 2024 Jul 25, 2024	SELL	$165.0 - $216.67 $18,315 - $24,050	-111 Reduced 2.78%	3,881 $817,000
Q1 2024 Apr 22, 2024	SELL	$169.0 - $195.18 $25,350 - $29,277	-150 Reduced 3.62%	3,992 $685,000
Q4 2023 Feb 09, 2024	BUY	$166.89 - $198.11 $4,172 - $4,952	25 Added 0.61%	4,142 $797,000
Q2 2023 Jul 19, 2023	SELL	$160.1 - $193.97 $81,971 - $99,312	-512 Reduced 11.06%	4,117 $799,000
Q4 2022 Feb 01, 2023	SELL	$126.04 - $155.74 $18,906 - $23,361	-150 Reduced 3.14%	4,629 $601,000
Q3 2022 Nov 02, 2022	SELL	$138.2 - $174.55 $100,471 - $126,897	-727 Reduced 13.2%	4,779 $660,000
Q2 2022 Aug 09, 2022	BUY	$130.06 - $178.44 $3,251 - $4,461	25 Added 0.46%	5,506 $753,000
Q1 2022 Apr 28, 2022	BUY	$150.62 - $182.01 $240,992 - $291,216	1,600 Added 41.23%	5,481 $957,000
Q3 2021 Nov 12, 2021	BUY	$137.27 - $156.69 $265,068 - $302,568	1,931 Added 99.03%	3,881 $549,000
Q4 2020 Feb 08, 2021	BUY	$108.77 - $136.69 $212,101 - $266,545	1,950 New	1,950 $259,000

Others Institutions Holding AAPL

# of Institutions

5,697

Shares Held

8.8B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.78T
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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Laurel Wealth Planning LLC Apple Inc. Transaction History