A detailed history of Pacific Wealth Management transactions in Apple Inc. stock. As of the latest transaction made, Pacific Wealth Management holds 1,580 shares of AAPL stock, worth $348,026. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,580
Previous 1,580 -0.0%
Holding current value
$348,026
Previous $304,000 11.18%
% of portfolio
0.14%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 12, 2022

SELL
$138.2 - $174.55 $6,495 - $8,203
-47 Reduced 2.89%
1,580 $218,000
Q2 2022

Jul 25, 2022

BUY
$130.06 - $178.44 $6,112 - $8,386
47 Added 2.97%
1,627 $222,000
Q2 2021

Jul 19, 2021

BUY
$122.77 - $136.96 $193,976 - $216,396
1,580 New
1,580 $216,000
Q1 2021

Apr 15, 2021

SELL
$116.36 - $143.16 $183,848 - $226,192
-1,580 Closed
0 $0
Q4 2020

Mar 22, 2021

BUY
$108.77 - $136.69 $171,856 - $215,970
1,580 New
1,580 $210,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.54T
  • 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

Track Pacific Wealth Management Portfolio

Follow Pacific Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Wealth Management with notifications on news.