Lws Wealth Advisors, Inc. Apple Inc. Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 5,279 shares of AAPL stock, worth $1.2 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

5,279

Previous 5,574 5.29%

Holding current value

$1.2 Million

Previous $954,000 6.5%

% of portfolio

0.4%

Previous 0.43%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$166.89 - $198.11 $49,232 - $58,442	-295 Reduced 5.29%	5,279 $1.02 Million
Q3 2023 Nov 13, 2023	BUY	$170.43 - $196.45 $27,950 - $32,217	164 Added 3.03%	5,574 $954,000
Q2 2023 Jul 28, 2023	SELL	$160.1 - $193.97 $8,645 - $10,474	-54 Reduced 0.99%	5,410 $1.05 Million
Q4 2022 Feb 14, 2023	SELL	$126.04 - $155.74 $25,081 - $30,992	-199 Reduced 3.51%	5,464 $709,000
Q3 2022 Nov 14, 2022	BUY	$138.2 - $174.55 $2,487 - $3,141	18 Added 0.32%	5,663 $783,000
Q1 2022 May 10, 2022	BUY	$150.62 - $182.01 $12,350 - $14,924	82 Added 1.47%	5,645 $986,000
Q4 2021 Feb 02, 2022	BUY	$139.14 - $180.33 $194,378 - $251,921	1,397 Added 33.53%	5,563 $988,000
Q3 2021 Nov 09, 2021	SELL	$137.27 - $156.69 $32,944 - $37,605	-240 Reduced 5.45%	4,166 $590,000
Q2 2021 Jul 23, 2021	SELL	$122.77 - $136.96 $54,632 - $60,947	-445 Reduced 9.17%	4,406 $603,000
Q1 2021 Apr 29, 2021	SELL	$116.36 - $143.16 $48,173 - $59,268	-414 Reduced 7.86%	4,851 $593,000
Q4 2020 Jan 20, 2021	SELL	$108.77 - $136.69 $35,241 - $44,287	-324 Reduced 5.8%	5,265 $699,000
Q3 2020 Nov 10, 2020	BUY	$91.03 - $134.18 $381,597 - $562,482	4,192 Added 300.07%	5,589 $647,000
Q2 2020 Aug 05, 2020	SELL	$60.23 - $91.63 $23,248 - $35,369	-386 Reduced 21.65%	1,397 $510,000
Q1 2020 May 04, 2020	BUY	$56.09 - $81.8 $20,024 - $29,202	357 Added 25.04%	1,783 $453,000
Q4 2019 Feb 06, 2020	BUY	$54.74 - $73.41 $78,059 - $104,682	1,426 New	1,426 $419,000

Others Institutions Holding AAPL

# of Institutions

5,685

Shares Held

Call Options Held

190M

Put Options Held

167M

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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Lws Wealth Advisors, Inc. Apple Inc. Transaction History