A detailed history of Plan A Wealth LLC transactions in Apple Inc. stock. As of the latest transaction made, Plan A Wealth LLC holds 9,948 shares of AAPL stock, worth $2.69 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
9,948
Previous 9,695 2.61%
Holding current value
$2.69 Million
Previous $1.99 Billion 27.34%
% of portfolio
1.29%
Previous 1.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

BUY
$202.38 - $256.87 $51,202 - $64,988
253 Added 2.61%
9,948 $2.53 Billion
Q2 2025

Nov 06, 2025

BUY
$172.42 - $223.89 $550,537 - $714,880
3,193 Added 49.11%
9,695 $1.99 Billion
Q1 2025

Nov 06, 2025

BUY
$209.68 - $247.1 $395,037 - $465,536
1,884 Added 40.8%
6,502 $1.44 Billion
Q4 2024

Nov 06, 2025

BUY
$221.69 - $259.02 $1.02 Million - $1.2 Million
4,618 New
4,618 $1.16 Billion

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.34T
  • 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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