Litman Gregory Wealth Management LLC Apple Inc. Transaction History

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 135,555 shares of AAPL stock, worth $34.5 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
135,555
Previous 139,290 2.68%
Holding current value
$34.5 Million
Previous $29.3 Million 7.61%
% of portfolio
2.65%
Previous 2.6%

Shares

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

Oct 22, 2024
SELL
$207.23 - $234.82 $774,004 - $877,052
-3,735 Reduced 2.68%
135,555 $31.6 Million
Q2 2024

Jul 30, 2024
SELL
$165.0 - $216.67 $1.47 Million - $1.93 Million
-8,908 Reduced 6.01%
139,290 $29.3 Million
Q1 2024

May 03, 2024
BUY
$169.0 - $195.18 $230,347 - $266,030
1,363 Added 0.93%
148,198 $25.4 Million
Q4 2023

Jan 31, 2024
SELL
$166.89 - $198.11 $1.17 Million - $1.39 Million
-7,006 Reduced 4.55%
146,835 $28.3 Million
Q3 2023

Oct 23, 2023
BUY
$170.43 - $196.45 $25.6 Million - $29.5 Million
149,999 Added 3904.19%
153,841 $26.3 Million
Q2 2023

Aug 09, 2023
SELL
$160.1 - $193.97 $8.64 Million - $10.5 Million
-53,968 Reduced 93.35%
3,842 $745,000
Q1 2023

Apr 26, 2023
BUY
$125.02 - $164.9 $6.31 Million - $8.32 Million
50,443 Added 684.72%
57,810 $9.53 Million
Q4 2022

Jan 17, 2023
SELL
$126.04 - $155.74 $13,864 - $17,131
-110 Reduced 1.47%
7,367 $0
Q3 2022

Oct 13, 2022
SELL
$138.2 - $174.55 $2.47 Million - $3.12 Million
-17,894 Reduced 70.53%
7,477 $1.03 Million
Q2 2022

Jul 21, 2022
BUY
$130.06 - $178.44 $37,717 - $51,747
290 Added 1.16%
25,371 $3.47 Million
Q1 2022

May 04, 2022
BUY
$150.62 - $182.01 $603,233 - $728,950
4,005 Added 19.0%
25,081 $4.38 Million
Q4 2021

Feb 10, 2022
SELL
$139.14 - $180.33 $80,979 - $104,952
-582 Reduced 2.69%
21,076 $3.74 Million
Q3 2021

Nov 03, 2021
BUY
$137.27 - $156.69 $2.54 Million - $2.9 Million
18,479 Added 581.28%
21,658 $3.07 Million
Q2 2021

Jul 27, 2021
SELL
$122.77 - $136.96 $2.18 Million - $2.43 Million
-17,740 Reduced 84.8%
3,179 $3.18 Million
Q1 2021

May 10, 2021
BUY
$116.36 - $143.16 $21,177 - $26,055
182 Added 0.88%
20,919 $2.56 Million
Q4 2020

Feb 05, 2021
BUY
$108.77 - $136.69 $111,054 - $139,560
1,021 Added 5.18%
20,737 $2.75 Million
Q3 2020

Nov 03, 2020
BUY
$91.03 - $134.18 $1.35 Million - $1.98 Million
14,787 Added 300.0%
19,716 $2.28 Million
Q2 2020

Jul 31, 2020
BUY
$60.23 - $91.63 $1,204 - $1,832
20 Added 0.41%
4,929 $1.8 Million
Q1 2020

Apr 28, 2020
BUY
$56.09 - $81.8 $8,413 - $12,270
150 Added 3.15%
4,909 $1.25 Million
Q4 2019

Jan 30, 2020
SELL
$54.74 - $73.41 $6,951 - $9,323
-127 Reduced 2.6%
4,759 $1.4 Million
Q3 2019

Nov 06, 2019
SELL
$48.33 - $55.99 $6,089 - $7,054
-126 Reduced 2.51%
4,886 $1.09 Million
Q2 2019

Jul 31, 2019
BUY
$43.33 - $52.94 $12,089 - $14,770
279 Added 5.89%
5,012 $992,000
Q1 2019

Apr 30, 2019
SELL
$35.55 - $48.77 $18,237 - $25,019
-513 Reduced 9.78%
4,733 $899,000
Q4 2018

Feb 01, 2019
BUY
$36.71 - $58.02 $186,780 - $295,205
5,088 Added 3220.25%
5,246 $827,000
Q2 2018

Aug 09, 2018
SELL
$40.58 - $48.49 $35,507 - $42,428
-875 Reduced 84.7%
158 $29,000
Q1 2018

May 07, 2018
BUY
$38.79 - $45.43 $33,941 - $39,751
875 Added 553.8%
1,033 $173,000
Q3 2017

Nov 09, 2017
BUY
$37.18 - $41.01 $5,874 - $6,479
158
158 $24,000

Others Institutions Holding AAPL

# of Institutions
5,705
Shares Held
8.78B
Call Options Held
219M
Put Options Held
196M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.09T
  • 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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