A detailed history of Palo Alto Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 34,136 shares of AAPL stock, worth $7.8 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares
34,136
Previous 19,799 72.41%
Holding current value
$7.8 Million
Previous $4.17 Billion 93.58%
% of portfolio
3.34%
Previous 2.88%

Shares

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

Nov 06, 2024

BUY
$207.23 - $234.82 $2.97 Million - $3.37 Million
14,337 Added 72.41%
34,136 $8.07 Billion
Q2 2024

Aug 13, 2024

SELL
$165.0 - $216.67 $108,240 - $142,135
-656 Reduced 3.21%
19,799 $4.17 Billion
Q1 2024

Apr 30, 2024

BUY
$169.0 - $195.18 $4,394 - $5,074
26 Added 0.13%
20,455 $3.51 Billion
Q4 2023

Feb 05, 2024

SELL
$166.89 - $198.11 $171,562 - $203,657
-1,028 Reduced 4.79%
20,429 $3.93 Billion
Q3 2023

Oct 30, 2023

BUY
$170.43 - $196.45 $52,833 - $60,899
310 Added 1.47%
21,457 $3.67 Billion
Q2 2023

Aug 07, 2023

SELL
$160.1 - $193.97 $160 - $193
-1 Reduced -0.0%
21,147 $4.1 Billion
Q1 2023

Apr 18, 2023

SELL
$125.02 - $164.9 $141,647 - $186,831
-1,133 Reduced 5.09%
21,148 $3.49 Billion
Q4 2022

Feb 07, 2023

BUY
$126.04 - $155.74 $2.81 Million - $3.47 Million
22,281 New
22,281 $2.9 Billion

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
Track This Portfolio

Track Palo Alto Wealth Advisors, LLC Portfolio

Follow Palo Alto Wealth Advisors, LLC 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 Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.