Moneywise, Inc. Apple Inc. Transaction History

Moneywise, Inc.

$193 Million
Q3 2024

A detailed history of Moneywise, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Moneywise, Inc. holds 2,889 shares of AAPL stock, worth $664,094. This represents 0.35% of its overall portfolio holdings.

Number of Shares

2,889

Previous 2,497 15.7%

Holding current value

$664,094

Previous $525,000 28.0%

% of portfolio

0.35%

Previous 0.29%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$207.23 - $234.82 $81,234 - $92,049	392 Added 15.7%	2,889 $672,000
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

# of Institutions

5,695

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 $3.69T
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 Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.

Account