Palumbo Wealth Management LLC Apple Inc. Transaction History

Palumbo Wealth Management LLC

$217 Million
Q1 2024

A detailed history of Palumbo Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 44,174 shares of AAPL stock, worth $9.3 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares

44,174

Previous 44,540 0.82%

Holding current value

$9.3 Million

Previous $8.58 Million 11.67%

% of portfolio

3.49%

Previous 4.5%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$169.0 - $195.18 $61,854 - $71,435	-366 Reduced 0.82%	44,174 $7.57 Million
Q4 2023 Jan 22, 2024	BUY	$166.89 - $198.11 $41,221 - $48,933	247 Added 0.56%	44,540 $8.58 Million
Q3 2023 Oct 16, 2023	SELL	$170.43 - $196.45 $62,206 - $71,704	-365 Reduced 0.82%	44,293 $7.58 Million
Q2 2023 Jul 26, 2023	BUY	$160.1 - $193.97 $210,211 - $254,682	1,313 Added 3.03%	44,658 $8.66 Million
Q1 2023 May 04, 2023	BUY	$125.02 - $164.9 $2 Million - $2.64 Million	16,035 Added 58.71%	43,345 $7.15 Million

Q4 2022 Feb 13, 2023	BUY	$126.04 - $155.74 $217,040 - $268,184	1,722 Added 6.73%	27,310 $3.55 Million
Q3 2022 Nov 14, 2022	BUY	$138.2 - $174.55 $691 - $872	5 Added 0.02%	25,588 $3.54 Million
Q2 2022 Aug 12, 2022	BUY	$130.06 - $178.44 $171,028 - $234,648	1,315 Added 5.42%	25,583 $3.5 Million
Q1 2022 May 10, 2022	SELL	$150.62 - $182.01 $54,825 - $66,251	-364 Reduced 1.48%	24,268 $4.24 Million
Q4 2021 Feb 16, 2022	BUY	$139.14 - $180.33 $20,592 - $26,688	148 Added 0.6%	24,632 $4.37 Million
Q3 2021 Nov 12, 2021	SELL	$137.27 - $156.69 $31,846 - $36,352	-232 Reduced 0.94%	24,484 $3.47 Million
Q2 2021 Aug 16, 2021	SELL	$122.77 - $136.96 $32,042 - $35,746	-261 Reduced 1.04%	24,716 $3.39 Million
Q1 2021 May 17, 2021	BUY	$116.36 - $143.16 $47,009 - $57,836	404 Added 1.64%	24,977 $3.05 Million
Q4 2020 May 17, 2021	BUY	$108.77 - $136.69 $2.67 Million - $3.36 Million	24,573 New	24,573 $3.26 Million

Others Institutions Holding AAPL

# of Institutions

5,484

Shares Held

8.82B

Call Options Held

157M

Put Options Held

155M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.38T
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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Palumbo Wealth Management LLC Apple Inc. Transaction History