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 $656,055. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,826
Previous 3,109 9.1%
Holding current value
$656,055
Previous $655 Million 2.11%
% of portfolio
0.13%
Previous 0.14%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.73T
  • 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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