A detailed history of Mindset Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Mindset Wealth Management, LLC holds 245,666 shares of AAPL stock, worth $60.3 Million. This represents 22.49% of its overall portfolio holdings.

Number of Shares
245,666
Previous 226,901 8.27%
Holding current value
$60.3 Million
Previous $52.9 Billion 16.36%
% of portfolio
22.49%
Previous 21.84%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

BUY
$221.69 - $259.02 $4.16 Million - $4.86 Million
18,765 Added 8.27%
245,666 $61.5 Billion
Q3 2024

Nov 13, 2024

BUY
$207.23 - $234.82 $47 Million - $53.3 Million
226,901 New
226,901 $52.9 Billion

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.95T
  • 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

Track Mindset Wealth Management, LLC Portfolio

Follow Mindset Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mindset Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mindset Wealth Management, LLC with notifications on news.