A detailed history of Moneywise, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Moneywise, Inc. holds 2,497 shares of AAPL stock, worth $568,641. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,497
Previous 2,445 2.13%
Holding current value
$568,641
Previous $419,000 25.3%
% of portfolio
0.29%
Previous 0.23%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$165.0 - $216.67 $8,580 - $11,266
52 Added 2.13%
2,497 $525,000
Q1 2024

Apr 22, 2024

SELL
$169.0 - $195.18 $5,408 - $6,245
-32 Reduced 1.29%
2,445 $419,000
Q4 2023

Jan 29, 2024

BUY
$166.89 - $198.11 $333 - $396
2 Added 0.08%
2,477 $476,000
Q3 2023

Oct 23, 2023

SELL
$170.43 - $196.45 $2,045 - $2,357
-12 Reduced 0.48%
2,475 $423,000
Q2 2023

Jul 24, 2023

SELL
$160.1 - $193.97 $960 - $1,163
-6 Reduced 0.24%
2,487 $482,000
Q1 2023

Apr 21, 2023

BUY
$125.02 - $164.9 $15,877 - $20,942
127 Added 5.37%
2,493 $411,000
Q4 2022

Jan 30, 2023

BUY
$126.04 - $155.74 $378 - $467
3 Added 0.13%
2,366 $307,000
Q3 2022

Nov 03, 2022

BUY
$138.2 - $174.55 $276 - $349
2 Added 0.08%
2,363 $327,000
Q2 2022

Aug 02, 2022

BUY
$130.06 - $178.44 $390 - $535
3 Added 0.13%
2,361 $323,000
Q1 2022

Apr 20, 2022

SELL
$150.62 - $182.01 $49,704 - $60,063
-330 Reduced 12.28%
2,358 $412,000
Q4 2021

Jan 12, 2022

SELL
$139.14 - $180.33 $119,660 - $155,083
-860 Reduced 24.24%
2,688 $477,000
Q3 2021

Oct 12, 2021

SELL
$137.27 - $156.69 $95,128 - $108,586
-693 Reduced 16.34%
3,548 $502,000
Q2 2021

Jul 22, 2021

BUY
$122.77 - $136.96 $736 - $821
6 Added 0.14%
4,241 $581,000
Q1 2021

Apr 14, 2021

BUY
$116.36 - $143.16 $63,067 - $77,592
542 Added 14.68%
4,235 $517,000
Q4 2020

Jan 15, 2021

BUY
$108.77 - $136.69 $3,371 - $4,237
31 Added 0.85%
3,693 $490,000
Q3 2020

Oct 13, 2020

BUY
$91.03 - $134.18 $248,602 - $366,445
2,731 Added 293.34%
3,662 $424,000
Q2 2020

Jul 10, 2020

SELL
$60.23 - $91.63 $9,215 - $14,019
-153 Reduced 14.11%
931 $340,000
Q4 2019

Jan 07, 2020

BUY
$54.74 - $73.41 $164 - $220
3 Added 0.28%
1,084 $243,000
Q2 2019

Jul 17, 2019

BUY
$43.33 - $52.94 $46,839 - $57,228
1,081 New
1,081 $214,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.66T
  • 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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