A detailed history of Oakwell Private Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 8,289 shares of AAPL stock, worth $2.14 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
8,289
Previous 8,717 4.91%
Holding current value
$2.14 Million
Previous $1.84 Million 5.18%
% of portfolio
0.56%
Previous 0.52%

Shares

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

Nov 04, 2024

SELL
$207.23 - $234.82 $88,694 - $100,502
-428 Reduced 4.91%
8,289 $1.93 Million
Q2 2024

Aug 08, 2024

SELL
$165.0 - $216.67 $41,085 - $53,950
-249 Reduced 2.78%
8,717 $1.84 Million
Q1 2024

Apr 25, 2024

BUY
$169.0 - $195.18 $2,535 - $2,927
15 Added 0.17%
8,966 $1.54 Million
Q4 2023

Feb 05, 2024

BUY
$166.89 - $198.11 $29,539 - $35,065
177 Added 2.02%
8,951 $1.72 Million
Q3 2023

Oct 30, 2023

BUY
$170.43 - $196.45 $2,215 - $2,553
13 Added 0.15%
8,774 $1.5 Million
Q2 2023

Jul 26, 2023

BUY
$160.1 - $193.97 $21,933 - $26,573
137 Added 1.59%
8,761 $1.7 Million
Q1 2023

May 04, 2023

SELL
$125.02 - $164.9 $500 - $659
-4 Reduced 0.05%
8,624 $1.42 Million
Q4 2022

Feb 01, 2023

SELL
$126.04 - $155.74 $23,695 - $29,279
-188 Reduced 2.13%
8,628 $1.12 Million
Q3 2022

Oct 27, 2022

SELL
$138.2 - $174.55 $15,478 - $19,549
-112 Reduced 1.25%
8,816 $1.22 Million
Q2 2022

Aug 03, 2022

BUY
$130.06 - $178.44 $42,269 - $57,993
325 Added 3.78%
8,928 $1.22 Million
Q1 2022

May 03, 2022

BUY
$150.62 - $182.01 $121,700 - $147,064
808 Added 10.37%
8,603 $1.5 Million
Q4 2021

Jan 21, 2022

BUY
$139.14 - $180.33 $85,571 - $110,902
615 Added 8.57%
7,795 $1.38 Million
Q3 2021

Oct 14, 2021

SELL
$137.27 - $156.69 $10,432 - $11,908
-76 Reduced 1.05%
7,180 $1.02 Million
Q2 2021

Jul 29, 2021

BUY
$122.77 - $136.96 $6,138 - $6,848
50 Added 0.69%
7,256 $994,000
Q1 2021

Apr 21, 2021

SELL
$116.36 - $143.16 $1,396 - $1,717
-12 Reduced 0.17%
7,206 $880,000
Q4 2020

Feb 10, 2021

BUY
$108.77 - $136.69 $785,101 - $986,628
7,218 New
7,218 $958,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.15T
  • 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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