Lwm Advisory Services, LLC Apple Inc. Transaction History

Lwm Advisory Services, LLC

$145 Million
Q1 2024

A detailed history of Lwm Advisory Services, LLC transactions in Apple Inc. stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 28,860 shares of AAPL stock, worth $6.53 Million. This represents 3.42% of its overall portfolio holdings.

Number of Shares

28,860

Previous 30,105 4.14%

Holding current value

$6.53 Million

Previous $5.8 Million 14.63%

% of portfolio

3.42%

Previous 5.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$169.0 - $195.18 $210,405 - $242,999	-1,245 Reduced 4.14%	28,860 $4.95 Million
Q4 2023 Feb 05, 2024	BUY	$166.89 - $198.11 $278,873 - $331,041	1,671 Added 5.88%	30,105 $5.8 Million
Q3 2023 Nov 02, 2023	SELL	$170.43 - $196.45 $174,690 - $201,361	-1,025 Reduced 3.48%	28,434 $4.87 Million
Q2 2023 Aug 07, 2023	SELL	$160.1 - $193.97 $629,833 - $763,077	-3,934 Reduced 11.78%	29,459 $5.71 Million
Q1 2023 May 02, 2023	SELL	$125.02 - $164.9 $72,261 - $95,312	-578 Reduced 1.7%	33,393 $5.51 Million

Q4 2022 Feb 07, 2023	SELL	$126.04 - $155.74 $2.06 Million - $2.54 Million	-16,328 Reduced 32.46%	33,971 $4.41 Million
Q3 2022 Nov 16, 2022	BUY	$138.2 - $174.55 $302,243 - $381,740	2,187 Added 4.55%	50,299 $6.98 Million
Q2 2022 Aug 15, 2022	BUY	$130.06 - $178.44 $72,183 - $99,034	555 Added 1.17%	48,112 $6.59 Million
Q1 2022 May 09, 2022	BUY	$150.62 - $182.01 $225,628 - $272,650	1,498 Added 3.25%	47,557 $8.31 Million
Q4 2021 Feb 18, 2022	BUY	$139.14 - $180.33 $6.41 Million - $8.31 Million	46,059 New	46,059 $8.18 Million

Others Institutions Holding AAPL

# of Institutions

5,488

Shares Held

8.82B

Call Options Held

157M

Put Options Held

155M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.64T
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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Lwm Advisory Services, LLC Apple Inc. Transaction History