Personal Cfo Solutions, LLC Apple Inc. Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Apple Inc. stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 106,029 shares of AAPL stock, worth $27 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares

106,029

Previous 96,515 9.86%

Holding current value

$27 Million

Previous $20.3 Million 21.48%

% of portfolio

3.51%

Previous 3.19%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$207.23 - $234.82 $1.97 Million - $2.23 Million	9,514 Added 9.86%	106,029 $24.7 Million
Q2 2024 Aug 09, 2024	BUY	$165.0 - $216.67 $1.71 Million - $2.25 Million	10,371 Added 12.04%	96,515 $20.3 Million
Q1 2024 May 13, 2024	BUY	$169.0 - $195.18 $35,490 - $40,987	210 Added 0.24%	86,144 $14.8 Million
Q4 2023 Feb 13, 2024	BUY	$166.89 - $198.11 $724,469 - $859,995	4,341 Added 5.32%	85,934 $16.5 Million
Q3 2023 Nov 13, 2023	SELL	$170.43 - $196.45 $352,449 - $406,258	-2,068 Reduced 2.47%	81,593 $14 Million
Q2 2023 Aug 10, 2023	BUY	$160.1 - $193.97 $484,622 - $587,147	3,027 Added 3.75%	83,661 $16.2 Million
Q1 2023 May 09, 2023	SELL	$125.02 - $164.9 $779,499 - $1.03 Million	-6,235 Reduced 7.18%	80,634 $13.3 Million
Q4 2022 Feb 14, 2023	BUY	$126.04 - $155.74 $158,684 - $196,076	1,259 Added 1.47%	86,869 $11.3 Million
Q3 2022 Nov 01, 2022	SELL	$138.2 - $174.55 $229,826 - $290,276	-1,663 Reduced 1.91%	85,610 $11.8 Million
Q2 2022 Aug 05, 2022	BUY	$130.06 - $178.44 $543,260 - $745,343	4,177 Added 5.03%	87,273 $11.9 Million
Q1 2022 May 02, 2022	BUY	$150.62 - $182.01 $461,951 - $558,224	3,067 Added 3.83%	83,096 $14.5 Million
Q4 2021 Feb 11, 2022	BUY	$139.14 - $180.33 $97,397 - $126,231	700 Added 0.88%	80,029 $14.2 Million
Q3 2021 Nov 18, 2021	BUY	$137.27 - $156.69 $1.54 Million - $1.76 Million	11,213 Added 16.46%	79,329 $11.2 Million
Q2 2021 Jul 22, 2021	SELL	$122.77 - $136.96 $734,041 - $818,883	-5,979 Reduced 8.07%	68,116 $9.33 Million
Q1 2021 Apr 21, 2021	BUY	$116.36 - $143.16 $42,936 - $52,826	369 Added 0.5%	74,095 $9.05 Million
Q4 2020 Feb 09, 2021	BUY	$108.77 - $136.69 $160,653 - $201,891	1,477 Added 2.04%	73,726 $9.78 Million
Q3 2020 Nov 02, 2020	BUY	$91.03 - $134.18 $4.88 Million - $7.2 Million	53,663 Added 288.73%	72,249 $8,000
Q2 2020 Aug 03, 2020	SELL	$60.23 - $91.63 $13,009 - $19,792	-216 Reduced 1.15%	18,586 $6.78 Million
Q1 2020 Apr 30, 2020	SELL	$56.09 - $81.8 $35,112 - $51,206	-626 Reduced 3.22%	18,802 $4.78 Million
Q4 2019 Feb 13, 2020	BUY	$54.74 - $73.41 $1.06 Million - $1.43 Million	19,428 New	19,428 $5.71 Million

Others Institutions Holding AAPL

# of Institutions

5,705

Shares Held

8.78B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $4.09T
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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Personal Cfo Solutions, LLC Apple Inc. Transaction History