A detailed history of Orgel Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 7,898 shares of AAPL stock, worth $1.81 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,898
Previous 8,495 7.03%
Holding current value
$1.81 Million
Previous $1.79 Million 2.79%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 17, 2024

SELL
$207.23 - $234.82 $123,716 - $140,187
-597 Reduced 7.03%
7,898 $1.84 Million
Q2 2024

Jul 22, 2024

BUY
$165.0 - $216.67 $59,235 - $77,784
359 Added 4.41%
8,495 $1.79 Million
Q1 2024

Apr 15, 2024

SELL
$169.0 - $195.18 $294,229 - $339,808
-1,741 Reduced 17.63%
8,136 $1.4 Million
Q4 2023

Jan 11, 2024

BUY
$166.89 - $198.11 $58,244 - $69,140
349 Added 3.66%
9,877 $1.9 Million
Q3 2023

Oct 26, 2023

BUY
$170.43 - $196.45 $102,598 - $118,262
602 Added 6.74%
9,528 $1.63 Million
Q2 2023

Jul 10, 2023

BUY
$160.1 - $193.97 $10,566 - $12,802
66 Added 0.74%
8,926 $1.73 Million
Q1 2023

Apr 06, 2023

SELL
$125.02 - $164.9 $114,518 - $151,048
-916 Reduced 9.37%
8,860 $1.46 Million
Q4 2022

Jan 17, 2023

SELL
$126.04 - $155.74 $25,712 - $31,770
-204 Reduced 2.04%
9,776 $0
Q3 2022

Oct 25, 2022

BUY
$138.2 - $174.55 $12,990 - $16,407
94 Added 0.95%
9,980 $1.38 Million
Q2 2022

Jul 13, 2022

SELL
$130.06 - $178.44 $197,170 - $270,515
-1,516 Reduced 13.3%
9,886 $1.35 Million
Q1 2022

May 10, 2022

SELL
$150.62 - $182.01 $633,507 - $765,534
-4,206 Reduced 26.95%
11,402 $1.99 Million
Q4 2021

Jan 24, 2022

BUY
$139.14 - $180.33 $185,751 - $240,740
1,335 Added 9.35%
15,608 $2.77 Million
Q3 2021

Oct 26, 2021

BUY
$137.27 - $156.69 $305,425 - $348,635
2,225 Added 18.47%
14,273 $2.02 Million
Q2 2021

Jul 23, 2021

BUY
$122.77 - $136.96 $193,731 - $216,122
1,578 Added 15.07%
12,048 $1.65 Million
Q1 2021

Apr 28, 2021

SELL
$116.36 - $143.16 $82,033 - $100,927
-705 Reduced 6.31%
10,470 $1.28 Million
Q4 2020

Feb 08, 2021

SELL
$108.77 - $136.69 $9,245 - $11,618
-85 Reduced 0.75%
11,175 $1.48 Million
Q3 2020

Nov 03, 2020

BUY
$91.03 - $134.18 $735,249 - $1.08 Million
8,077 Added 253.75%
11,260 $1.3 Million
Q2 2020

Jul 31, 2020

BUY
$60.23 - $91.63 $40,354 - $61,392
670 Added 26.66%
3,183 $1.16 Million
Q1 2020

Apr 28, 2020

SELL
$56.09 - $81.8 $673 - $981
-12 Reduced 0.48%
2,513 $639,000
Q4 2019

Jan 27, 2020

SELL
$54.74 - $73.41 $3,448 - $4,624
-63 Reduced 2.43%
2,525 $741,000
Q3 2019

Oct 15, 2019

BUY
$48.33 - $55.99 $3,189 - $3,695
66 Added 2.62%
2,588 $580,000
Q2 2019

Jul 12, 2019

BUY
$43.33 - $52.94 $1,733 - $2,117
40 Added 1.61%
2,522 $499,000
Q1 2019

Apr 29, 2019

BUY
$35.55 - $48.77 $7,109 - $9,754
200 Added 8.76%
2,482 $471,000
Q4 2018

Jan 14, 2019

SELL
$36.71 - $58.02 $6,167 - $9,747
-168 Reduced 6.86%
2,282 $360,000
Q1 2018

Apr 25, 2018

SELL
$38.79 - $45.43 $10,085 - $11,811
-260 Reduced 9.59%
2,450 $411,000
Q4 2017

Feb 09, 2018

BUY
$38.37 - $44.1 $9,285 - $10,672
242 Added 9.81%
2,710 $459,000
Q3 2017

Nov 13, 2017

SELL
$37.18 - $41.01 $4,201 - $4,634
-113 Reduced 4.38%
2,468 $380,000
Q2 2017

Aug 10, 2017

BUY
N/A
2,581
2,581 $372,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.68T
  • 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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