Peterson Wealth Services Apple Inc. Transaction History

Peterson Wealth Services

$313 Million
Q3 2024

A detailed history of Peterson Wealth Services transactions in Apple Inc. stock. As of the latest transaction made, Peterson Wealth Services holds 98,794 shares of AAPL stock, worth $25 Million. This represents 7.36% of its overall portfolio holdings.

Number of Shares

98,794

Previous 97,383 1.45%

Holding current value

$25 Million

Previous $20.5 Million 12.18%

% of portfolio

7.36%

Previous 7.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$207.23 - $234.82 $292,401 - $331,331	1,411 Added 1.45%	98,794 $23 Million
Q2 2024 Jul 30, 2024	BUY	$165.0 - $216.67 $185,790 - $243,970	1,126 Added 1.17%	97,383 $20.5 Million
Q1 2024 May 01, 2024	BUY	$169.0 - $195.18 $285,272 - $329,463	1,688 Added 1.78%	96,257 $16.5 Million
Q4 2023 Jan 31, 2024	BUY	$166.89 - $198.11 $15.8 Million - $18.7 Million	94,569 New	94,569 $18.2 Million
Q2 2023 Jul 13, 2023	BUY	$160.1 - $193.97 $70,924 - $85,928	443 Added 0.51%	86,521 $16.8 Million
Q1 2023 Apr 06, 2023	BUY	$125.02 - $164.9 $632,851 - $834,723	5,062 Added 6.25%	86,078 $14.2 Million
Q4 2022 Jan 20, 2023	BUY	$126.04 - $155.74 $89,236 - $110,263	708 Added 0.88%	81,016 $0
Q3 2022 Nov 09, 2022	BUY	$138.2 - $174.55 $370,790 - $468,317	2,683 Added 3.46%	80,308 $11.1 Million
Q2 2022 Jul 11, 2022	BUY	$130.06 - $178.44 $187,676 - $257,488	1,443 Added 1.89%	77,625 $10.6 Million
Q1 2022 Apr 18, 2022	BUY	$150.62 - $182.01 $205,596 - $248,443	1,365 Added 1.82%	76,182 $13.3 Million
Q4 2021 Jan 31, 2022	BUY	$139.14 - $180.33 $10.4 Million - $13.5 Million	74,817 New	74,817 $13.3 Million

Others Institutions Holding AAPL

# of Institutions

5,705

Shares Held

8.8B

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 $4.07T
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

Portfolio Update

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

News

Stay updated on Peterson Wealth Services with notifications on news.

Account

Peterson Wealth Services Apple Inc. Transaction History