A detailed history of Liberty Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Liberty Wealth Management LLC holds 118,449 shares of AAPL stock, worth $26.4 Million. This represents 4.84% of its overall portfolio holdings.

Number of Shares
118,449
Previous 181,551 34.76%
Holding current value
$26.4 Million
Previous $24.4 Million 13.2%
% of portfolio
4.84%
Previous 4.47%

Shares

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

Nov 01, 2024

SELL
$207.23 - $234.82 $13.1 Million - $14.8 Million
-63,102 Reduced 34.76%
118,449 $27.6 Million
Q2 2024

Aug 06, 2024

BUY
$165.0 - $216.67 $12.4 Million - $16.3 Million
75,072 Added 70.5%
181,551 $24.4 Million
Q1 2024

May 02, 2024

BUY
$169.0 - $195.18 $686,985 - $793,406
4,065 Added 3.97%
106,479 $18.3 Million
Q4 2023

Feb 08, 2024

BUY
$166.89 - $198.11 $1.15 Million - $1.36 Million
6,879 Added 7.2%
102,414 $19.7 Million
Q3 2023

Nov 13, 2023

SELL
$170.43 - $196.45 $1.27 Million - $1.47 Million
-7,467 Reduced 7.25%
95,535 $16.4 Million
Q2 2023

Aug 10, 2023

SELL
$160.1 - $193.97 $13.5 Million - $16.3 Million
-84,240 Reduced 44.99%
103,002 $20 Million
Q1 2023

May 03, 2023

BUY
$125.02 - $164.9 $11.6 Million - $15.3 Million
92,659 Added 97.97%
187,242 $30.9 Million
Q3 2022

Nov 15, 2022

BUY
$138.2 - $174.55 $154,231 - $194,797
1,116 Added 1.19%
94,583 $13.1 Million
Q2 2022

Aug 15, 2022

BUY
$130.06 - $178.44 $421,134 - $577,788
3,238 Added 3.59%
93,467 $12.8 Million
Q1 2022

May 09, 2022

BUY
$150.62 - $182.01 $326,845 - $394,961
2,170 Added 2.46%
90,229 $15.7 Million
Q4 2021

Feb 15, 2022

BUY
$139.14 - $180.33 $212,884 - $275,904
1,530 Added 1.77%
88,059 $15.7 Million
Q3 2021

Nov 15, 2021

SELL
$137.27 - $156.69 $13.5 Million - $15.4 Million
-98,168 Reduced 53.15%
86,529 $12.3 Million
Q2 2021

Aug 13, 2021

SELL
$122.77 - $136.96 $3.09 Billion - $3.44 Billion
-25,136,152 Reduced 99.27%
184,697 $25.3 Million
Q2 2021

Aug 13, 2021

BUY
$122.77 - $136.96 $3.09 Billion - $3.44 Billion
25,141,248 Added 13998.39%
25,320,849 $185 Million
Q4 2020

Feb 09, 2021

SELL
$108.77 - $136.69 $1.05 Million - $1.32 Million
-9,637 Reduced 5.09%
179,601 $24.1 Million
Q3 2020

Nov 05, 2020

BUY
$91.03 - $134.18 $13.4 Million - $19.7 Million
147,061 Added 348.68%
189,238 $21.9 Million
Q2 2020

Aug 04, 2020

SELL
$60.23 - $91.63 $138,107 - $210,107
-2,293 Reduced 5.16%
42,177 $15.4 Million
Q1 2020

Apr 27, 2020

SELL
$56.09 - $81.8 $18,453 - $26,912
-329 Reduced 0.73%
44,470 $11.3 Million
Q4 2019

Feb 05, 2020

BUY
$54.74 - $73.41 $32,296 - $43,311
590 Added 1.33%
44,799 $13.2 Million
Q3 2019

Oct 30, 2019

SELL
$48.33 - $55.99 $397,804 - $460,853
-8,231 Reduced 15.7%
44,209 $9.9 Million
Q2 2019

Jul 30, 2019

BUY
$43.33 - $52.94 $362,195 - $442,525
8,359 Added 18.96%
52,440 $10.4 Million
Q1 2019

Apr 18, 2019

SELL
$35.55 - $48.77 $8,105 - $11,119
-228 Reduced 0.51%
44,081 $8.37 Million
Q4 2018

Mar 26, 2019

BUY
$36.71 - $58.02 $1.63 Million - $2.57 Million
44,309 New
44,309 $6.99 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.58T
  • 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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