Martel Wealth Advisors Inc Apple Inc. Transaction History

Martel Wealth Advisors Inc

$489 Billion
Q3 2024

A detailed history of Martel Wealth Advisors Inc transactions in Apple Inc. stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 2,826 shares of AAPL stock, worth $700,989. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,826

Previous 3,109 9.1%

Holding current value

$700,989

Previous $655 Million 2.11%

% of portfolio

0.13%

Previous 0.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$207.23 - $234.82 $58,646 - $66,454	-283 Reduced 9.1%	2,826 $641 Million
Q2 2024 Oct 09, 2024	SELL	$165.0 - $216.67 $32,835 - $43,117	-199 Reduced 6.02%	3,109 $655 Million
Q1 2024 Oct 09, 2024	SELL	$169.0 - $195.18 $5,239 - $6,050	-31 Reduced 0.93%	3,308 $567 Million
Q4 2023 Oct 09, 2024	BUY	$166.89 - $198.11 $86,282 - $102,422	517 Added 18.32%	3,339 $643 Million
Q3 2023 Oct 09, 2024	BUY	$170.43 - $196.45 $135,491 - $156,177	795 Added 39.22%	2,822 $483 Million
Q2 2023 Oct 09, 2024	BUY	$160.1 - $193.97 $19,212 - $23,276	120 Added 6.29%	2,027 $393 Million
Q1 2023 Oct 09, 2024	SELL	$125.02 - $164.9 $47,132 - $62,167	-377 Reduced 16.51%	1,907 $314 Million
Q2 2022 Oct 09, 2024	BUY	$130.06 - $178.44 $7,803 - $10,706	60 Added 2.7%	2,284 $312 Million
Q1 2022 Oct 09, 2024	BUY	$150.62 - $182.01 $10,392 - $12,558	69 Added 3.2%	2,224 $388 Million
Q4 2021 Oct 09, 2024	SELL	$139.14 - $180.33 $17,392 - $22,541	-125 Reduced 5.48%	2,155 $383 Million
Q2 2021 Oct 09, 2024	SELL	$122.77 - $136.96 $9,576 - $10,682	-78 Reduced 3.31%	2,280 $312 Million
Q1 2021 Oct 09, 2024	SELL	$116.36 - $143.16 $16,057 - $19,756	-138 Reduced 5.53%	2,358 $288 Million
Q4 2020 Oct 09, 2024	BUY	$108.77 - $136.69 $271,489 - $341,178	2,496 New	2,496 $331 Million

Others Institutions Holding AAPL

# of Institutions

5,706

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 $3.99T
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Martel Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Martel Wealth Advisors Inc with notifications on news.

Account

Martel Wealth Advisors Inc Apple Inc. Transaction History