A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Apple Inc. stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 38,219 shares of AAPL stock, worth $8.72 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
38,219
Previous 37,967 0.66%
Holding current value
$8.72 Million
Previous $8 Million 11.32%
% of portfolio
1.5%
Previous 1.46%

Shares

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

Oct 15, 2024

BUY
$207.23 - $234.82 $52,221 - $59,174
252 Added 0.66%
38,219 $8.9 Million
Q2 2024

Aug 06, 2024

BUY
$165.0 - $216.67 $641,190 - $841,979
3,886 Added 11.4%
37,967 $8 Million
Q1 2024

May 15, 2024

BUY
$169.0 - $195.18 $46,306 - $53,479
274 Added 0.81%
34,081 $5.84 Million
Q4 2023

Feb 06, 2024

SELL
$166.89 - $198.11 $8,845 - $10,499
-53 Reduced 0.16%
33,807 $6.51 Million
Q3 2023

Nov 03, 2023

SELL
$170.43 - $196.45 $34,086 - $39,290
-200 Reduced 0.59%
33,860 $5.8 Million
Q2 2023

Aug 01, 2023

BUY
$160.1 - $193.97 $38,584 - $46,746
241 Added 0.71%
34,060 $6.61 Million
Q1 2023

May 05, 2023

BUY
$125.02 - $164.9 $1.16 Million - $1.54 Million
9,317 Added 38.03%
33,819 $5.58 Million
Q4 2022

Feb 14, 2023

SELL
$126.04 - $155.74 $592,135 - $731,666
-4,698 Reduced 16.09%
24,502 $3.18 Million
Q3 2022

Nov 14, 2022

SELL
$138.2 - $174.55 $36,070 - $45,557
-261 Reduced 0.89%
29,200 $4.04 Million
Q2 2022

Aug 05, 2022

BUY
$130.06 - $178.44 $67,371 - $92,431
518 Added 1.79%
29,461 $4.03 Million
Q1 2022

May 16, 2022

SELL
$150.62 - $182.01 $223,218 - $269,738
-1,482 Reduced 4.87%
28,943 $5.05 Million
Q4 2021

Mar 08, 2022

SELL
$139.14 - $180.33 $129,539 - $167,887
-931 Reduced 2.97%
30,425 $5.4 Million
Q3 2021

Nov 30, 2021

BUY
$137.27 - $156.69 $2.39 Million - $2.72 Million
17,381 Added 124.37%
31,356 $4.44 Million
Q2 2021

Aug 13, 2021

SELL
$122.77 - $136.96 $206,867 - $230,777
-1,685 Reduced 10.76%
13,975 $1.91 Million
Q1 2021

May 17, 2021

BUY
$116.36 - $143.16 $396,438 - $487,746
3,407 Added 27.81%
15,660 $1.91 Million
Q4 2020

Feb 16, 2021

BUY
$108.77 - $136.69 $46,336 - $58,229
426 Added 3.6%
12,253 $1.63 Million
Q3 2020

Nov 16, 2020

BUY
$91.03 - $134.18 $833,834 - $1.23 Million
9,160 Added 343.46%
11,827 $1.37 Million
Q2 2020

Aug 11, 2020

SELL
$60.23 - $91.63 $782 - $1,191
-13 Reduced 0.49%
2,667 $973,000
Q1 2020

May 19, 2020

SELL
$56.09 - $81.8 $2,580 - $3,762
-46 Reduced 1.69%
2,680 $681,000
Q4 2019

Feb 14, 2020

BUY
$54.74 - $73.41 $149,221 - $200,115
2,726 New
2,726 $800,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.67T
  • 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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