A detailed history of Precedent Wealth Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 20,174 shares of AAPL stock, worth $5 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
20,174
Previous 18,449 9.35%
Holding current value
$5 Million
Previous $3.89 Billion 20.97%
% of portfolio
1.55%
Previous 1.56%

Shares

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

Oct 17, 2024

BUY
$207.23 - $234.82 $357,471 - $405,064
1,725 Added 9.35%
20,174 $4.7 Billion
Q2 2024

Jul 23, 2024

BUY
$165.0 - $216.67 $507,540 - $666,476
3,076 Added 20.01%
18,449 $3.89 Billion
Q1 2024

Apr 23, 2024

SELL
$169.0 - $195.18 $50,700 - $58,554
-300 Reduced 1.91%
15,373 $2.64 Billion
Q4 2023

Jan 18, 2024

BUY
$166.89 - $198.11 $2.62 Million - $3.1 Million
15,673 New
15,673 $3.02 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 $3.99T
  • 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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