A detailed history of Peterson Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 12,443 shares of AAPL stock, worth $3.18 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
12,443
Previous 11,961 4.03%
Holding current value
$3.18 Million
Previous $2.52 Million 15.01%
% of portfolio
0.6%
Previous 0.57%

Shares

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

Oct 24, 2024

BUY
$207.23 - $234.82 $99,884 - $113,183
482 Added 4.03%
12,443 $2.9 Million
Q2 2024

Jul 18, 2024

BUY
$165.0 - $216.67 $152,625 - $200,419
925 Added 8.38%
11,961 $2.52 Million
Q1 2024

Apr 15, 2024

SELL
$169.0 - $195.18 $6,422 - $7,416
-38 Reduced 0.34%
11,036 $1.89 Million
Q4 2023

Jan 10, 2024

BUY
$166.89 - $198.11 $8,511 - $10,103
51 Added 0.46%
11,074 $2.13 Million
Q3 2023

Oct 05, 2023

SELL
$170.43 - $196.45 $5,624 - $6,482
-33 Reduced 0.3%
11,023 $1.89 Million
Q2 2023

Jul 13, 2023

SELL
$160.1 - $193.97 $333,168 - $403,651
-2,081 Reduced 15.84%
11,056 $2.14 Million
Q1 2023

Apr 06, 2023

BUY
$125.02 - $164.9 $22,003 - $29,022
176 Added 1.36%
13,137 $2.17 Million
Q4 2022

Jan 20, 2023

SELL
$126.04 - $155.74 $42,727 - $52,795
-339 Reduced 2.55%
12,961 $0
Q3 2022

Oct 17, 2022

SELL
$138.2 - $174.55 $12,299 - $15,534
-89 Reduced 0.66%
13,300 $1.84 Million
Q2 2022

Jul 21, 2022

SELL
$130.06 - $178.44 $20,289 - $27,836
-156 Reduced 1.15%
13,389 $1.83 Million
Q1 2022

Apr 21, 2022

SELL
$150.62 - $182.01 $86,907 - $105,019
-577 Reduced 4.09%
13,545 $2.37 Million
Q4 2021

Jan 25, 2022

BUY
$139.14 - $180.33 $99,763 - $129,296
717 Added 5.35%
14,122 $2.51 Million
Q2 2021

Aug 02, 2021

BUY
$122.77 - $136.96 $32,902 - $36,705
268 Added 2.04%
13,405 $1.84 Million
Q4 2020

Jan 25, 2021

SELL
$108.77 - $136.69 $133,243 - $167,445
-1,225 Reduced 8.53%
13,137 $1.74 Million
Q3 2020

Oct 20, 2020

BUY
$91.03 - $134.18 $981,667 - $1.45 Million
10,784 Added 301.4%
14,362 $1.66 Million
Q2 2020

Jul 20, 2020

BUY
$60.23 - $91.63 $5,420 - $8,246
90 Added 2.58%
3,578 $1.31 Million
Q1 2020

Apr 21, 2020

BUY
$56.09 - $81.8 $34,046 - $49,652
607 Added 21.07%
3,488 $887,000
Q4 2019

Jan 23, 2020

BUY
$54.74 - $73.41 $8,703 - $11,672
159 Added 5.84%
2,881 $846,000
Q3 2019

Oct 17, 2019

BUY
$48.33 - $55.99 $338 - $391
7 Added 0.26%
2,722 $610,000
Q2 2019

Jul 15, 2019

SELL
$43.33 - $52.94 $1,993 - $2,435
-46 Reduced 1.67%
2,715 $537,000
Q1 2019

Apr 16, 2019

BUY
$35.55 - $48.77 $284 - $390
8 Added 0.29%
2,761 $549,000
Q4 2018

Jan 29, 2019

BUY
$36.71 - $58.02 $293 - $464
8 Added 0.29%
2,753 $434,000
Q3 2018

Oct 17, 2018

BUY
$45.98 - $57.09 $24,645 - $30,600
536 Added 24.26%
2,745 $620,000
Q2 2018

Jul 18, 2018

SELL
$40.58 - $48.49 $18,626 - $22,256
-459 Reduced 17.2%
2,209 $409,000
Q1 2018

Apr 20, 2018

BUY
$38.79 - $45.43 $349 - $408
9 Added 0.34%
2,668 $448,000
Q4 2017

Mar 19, 2018

BUY
$38.37 - $44.1 $102,025 - $117,261
2,659
2,659 $450,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.1T
  • 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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