A detailed history of Retirement Capital Strategies transactions in Apple Inc. stock. As of the latest transaction made, Retirement Capital Strategies holds 29,082 shares of AAPL stock, worth $6.66 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares
29,082
Previous 29,390 1.05%
Holding current value
$6.66 Million
Previous $6.19 Million 9.42%
% of portfolio
2.66%
Previous 2.49%

Shares

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

Nov 12, 2024

SELL
$207.23 - $234.82 $63,826 - $72,324
-308 Reduced 1.05%
29,082 $6.77 Million
Q2 2024

Aug 13, 2024

SELL
$165.0 - $216.67 $35,805 - $47,017
-217 Reduced 0.73%
29,390 $6.19 Million
Q1 2024

May 13, 2024

BUY
$169.0 - $195.18 $1,183 - $1,366
7 Added 0.02%
29,607 $5.08 Million
Q4 2023

Feb 14, 2024

BUY
$166.89 - $198.11 $7,510 - $8,914
45 Added 0.15%
29,600 $5.7 Million
Q3 2023

Nov 13, 2023

SELL
$170.43 - $196.45 $61,866 - $71,311
-363 Reduced 1.21%
29,555 $5.06 Million
Q2 2023

Aug 14, 2023

BUY
$160.1 - $193.97 $6,083 - $7,370
38 Added 0.13%
29,918 $5.8 Million
Q1 2023

May 08, 2023

SELL
$125.02 - $164.9 $16,002 - $21,107
-128 Reduced 0.43%
29,880 $4.93 Million
Q4 2022

Feb 07, 2023

SELL
$126.04 - $155.74 $516,511 - $638,222
-4,098 Reduced 12.02%
30,008 $3.9 Million
Q3 2022

Nov 10, 2022

SELL
$138.2 - $174.55 $3.86 Million - $4.87 Million
-27,918 Reduced 45.01%
34,106 $4.71 Million
Q2 2022

Jul 29, 2022

BUY
$130.06 - $178.44 $79,856 - $109,562
614 Added 1.0%
62,024 $8.48 Million
Q1 2022

Apr 21, 2022

BUY
$150.62 - $182.01 $3.73 Million - $4.51 Million
24,780 Added 67.65%
61,410 $10.3 Million
Q4 2021

Feb 03, 2022

BUY
$139.14 - $180.33 $50,925 - $66,000
366 Added 1.01%
36,630 $6.5 Million
Q3 2021

Oct 28, 2021

SELL
$137.27 - $156.69 $29,787 - $34,001
-217 Reduced 0.59%
36,264 $5.13 Million
Q2 2021

Jul 28, 2021

SELL
$122.77 - $136.96 $16,573 - $18,489
-135 Reduced 0.37%
36,481 $5 Million
Q1 2021

Apr 29, 2021

SELL
$116.36 - $143.16 $4.28 Million - $5.26 Million
-36,748 Reduced 50.09%
36,616 $4.47 Million
Q4 2020

Feb 12, 2021

BUY
$108.77 - $136.69 $241,034 - $302,905
2,216 Added 3.11%
73,364 $9.74 Million
Q3 2020

Nov 13, 2020

BUY
$91.03 - $134.18 $4.91 Million - $7.24 Million
53,943 Added 313.53%
71,148 $7.75 Million
Q2 2020

Aug 11, 2020

SELL
$60.23 - $91.63 $8,432 - $12,828
-140 Reduced 0.81%
17,205 $6.28 Million
Q1 2020

May 14, 2020

BUY
$56.09 - $81.8 $474,240 - $691,619
8,455 Added 95.11%
17,345 $4.41 Million
Q4 2019

Feb 12, 2020

BUY
$54.74 - $73.41 $10,948 - $14,682
200 Added 2.3%
8,890 $2.61 Million
Q3 2019

Nov 07, 2019

SELL
$48.33 - $55.99 $13,484 - $15,621
-279 Reduced 3.11%
8,690 $1.95 Million
Q2 2019

Aug 02, 2019

SELL
$43.33 - $52.94 $5,849 - $7,146
-135 Reduced 1.48%
8,969 $1.78 Million
Q1 2019

May 14, 2019

BUY
$35.55 - $48.77 $11,269 - $15,460
317 Added 3.61%
9,104 $1.73 Million
Q3 2018

Oct 12, 2018

BUY
$45.98 - $57.09 $17,058 - $21,180
371 Added 4.41%
8,787 $1.98 Million
Q2 2018

Aug 09, 2018

BUY
$40.58 - $48.49 $4,058 - $4,849
100 Added 1.2%
8,416 $1.56 Million
Q4 2017

Feb 05, 2018

BUY
$38.37 - $44.1 $319,084 - $366,735
8,316
8,316 $1.41 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 $3.68T
  • 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

Track Retirement Capital Strategies Portfolio

Follow Retirement Capital Strategies and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Capital Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Capital Strategies with notifications on news.