A detailed history of Navis Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 2,326 shares of AAPL stock, worth $591,943. This represents 0.6% of its overall portfolio holdings.

Number of Shares
2,326
Previous 2,152 8.09%
Holding current value
$591,943
Previous $453,000 19.43%
% of portfolio
0.6%
Previous 0.52%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$207.23 - $234.82 $36,058 - $40,858
174 Added 8.09%
2,326 $541,000
Q2 2024

Aug 02, 2024

BUY
$165.0 - $216.67 $30,690 - $40,300
186 Added 9.46%
2,152 $453,000
Q1 2024

Apr 29, 2024

SELL
$169.0 - $195.18 $5,408 - $6,245
-32 Reduced 1.6%
1,966 $337,000
Q4 2023

Feb 05, 2024

SELL
$166.89 - $198.11 $7,843 - $9,311
-47 Reduced 2.3%
1,998 $384,000
Q2 2023

Jul 13, 2023

BUY
$160.1 - $193.97 $327,404 - $396,668
2,045 New
2,045 $396,000
Q1 2022

May 13, 2022

SELL
$150.62 - $182.01 $221,411 - $267,554
-1,470 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$139.14 - $180.33 $6,539 - $8,475
-47 Reduced 3.1%
1,470 $261,000
Q2 2021

Aug 16, 2021

SELL
$122.77 - $136.96 $72,188 - $80,532
-588 Reduced 27.93%
1,517 $208,000
Q1 2021

May 18, 2021

SELL
$116.36 - $143.16 $19,781 - $24,337
-170 Reduced 7.47%
2,105 $257,000
Q4 2020

Mar 04, 2021

BUY
$108.77 - $136.69 $247,451 - $310,969
2,275 New
2,275 $302,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.09T
  • 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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