A detailed history of Phillips Financial Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Phillips Financial Management, LLC holds 21,168 shares of AAPL stock, worth $4.87 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
21,168
Previous 21,086 0.39%
Holding current value
$4.87 Million
Previous $4.44 Million 11.01%
% of portfolio
0.39%
Previous 0.38%

Shares

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

Nov 07, 2024

BUY
$207.23 - $234.82 $16,992 - $19,255
82 Added 0.39%
21,168 $4.93 Million
Q2 2024

Aug 08, 2024

BUY
$165.0 - $216.67 $192,060 - $252,203
1,164 Added 5.84%
21,086 $4.44 Million
Q1 2024

Apr 23, 2024

SELL
$169.0 - $195.18 $187,421 - $216,454
-1,109 Reduced 5.27%
19,922 $3.42 Million
Q4 2023

Jan 25, 2024

BUY
$166.89 - $198.11 $146,028 - $173,346
875 Added 4.34%
21,031 $4.05 Million
Q3 2023

Nov 09, 2023

BUY
$170.43 - $196.45 $1.87 Million - $2.15 Million
10,962 Added 119.23%
20,156 $3.45 Million
Q2 2023

Aug 11, 2023

BUY
$160.1 - $193.97 $85,653 - $103,773
535 Added 6.18%
9,194 $1.78 Million
Q1 2023

May 08, 2023

SELL
$125.02 - $164.9 $49,882 - $65,795
-399 Reduced 4.4%
8,659 $1.43 Million
Q4 2022

Jan 24, 2023

BUY
$126.04 - $155.74 $274,515 - $339,201
2,178 Added 31.66%
9,058 $0
Q3 2022

Nov 08, 2022

BUY
$138.2 - $174.55 $950,815 - $1.2 Million
6,880 New
6,880 $951,000
Q2 2022

Jul 22, 2022

SELL
$130.06 - $178.44 $1.1 Million - $1.51 Million
-8,468 Closed
0 $0
Q1 2022

May 06, 2022

BUY
$150.62 - $182.01 $1.28 Million - $1.54 Million
8,468 New
8,468 $1.48 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.69T
  • 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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