Ritholtz Wealth Management Apple Inc. Transaction History

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024

A detailed history of Ritholtz Wealth Management transactions in Apple Inc. stock. As of the latest transaction made, Ritholtz Wealth Management holds 491,209 shares of AAPL stock, worth $113 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares
491,209
Previous 473,925 3.65%
Holding current value
$113 Million
Previous $99.8 Million 14.61%
% of portfolio
3.49%
Previous 3.33%

Shares

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

Oct 10, 2024
BUY
$207.23 - $234.82 $3.58 Million - $4.06 Million
17,284 Added 3.65%
491,209 $114 Million
Q2 2024

Jul 31, 2024
BUY
$165.0 - $216.67 $4.29 Million - $5.63 Million
25,984 Added 5.8%
473,925 $99.8 Million
Q1 2024

Apr 24, 2024
BUY
$169.0 - $195.18 $1.37 Million - $1.58 Million
8,102 Added 1.84%
447,941 $76.8 Million
Q4 2023

Jan 18, 2024
BUY
$166.89 - $198.11 $351,971 - $417,813
2,109 Added 0.48%
439,839 $84.7 Million
Q3 2023

Oct 13, 2023
BUY
$170.43 - $196.45 $10.8 Million - $12.5 Million
63,498 Added 16.97%
437,730 $74.9 Million
Q2 2023

Jul 14, 2023
SELL
$160.1 - $193.97 $4.49 Million - $5.44 Million
-28,062 Reduced 6.98%
374,232 $72.6 Million
Q1 2023

Apr 19, 2023
BUY
$125.02 - $164.9 $6.58 Million - $8.67 Million
52,592 Added 15.04%
402,294 $66.3 Million
Q4 2022

Jan 18, 2023
SELL
$126.04 - $155.74 $15.4 Million - $19 Million
-122,134 Reduced 25.88%
349,702 $0
Q3 2022

Oct 18, 2022
BUY
$138.2 - $174.55 $16.9 Million - $21.4 Million
122,397 Added 35.03%
471,836 $65.2 Million
Q2 2022

Jul 15, 2022
SELL
$130.06 - $178.44 $874,653 - $1.2 Million
-6,725 Reduced 1.89%
349,439 $47.8 Million
Q1 2022

Apr 14, 2022
BUY
$150.62 - $182.01 $4.72 Million - $5.71 Million
31,347 Added 9.65%
356,164 $62.2 Million
Q4 2021

Jan 18, 2022
BUY
$139.14 - $180.33 $7.83 Million - $10.1 Million
56,239 Added 20.94%
324,817 $57.7 Million
Q3 2021

Oct 14, 2021
BUY
$137.27 - $156.69 $3.65 Million - $4.16 Million
26,560 Added 10.97%
268,578 $38 Million
Q2 2021

Jul 20, 2021
BUY
$122.77 - $136.96 $1.23 Million - $1.37 Million
10,009 Added 4.31%
242,018 $33.1 Million
Q1 2021

May 12, 2021
BUY
$116.36 - $143.16 $5.9 Million - $7.26 Million
50,746 Added 28.0%
232,009 $28.3 Million
Q4 2020

Jan 19, 2021
BUY
$108.77 - $136.69 $5.32 Million - $6.68 Million
48,890 Added 36.93%
181,263 $24.1 Million
Q3 2020

Oct 23, 2020
BUY
$91.03 - $134.18 $8.75 Million - $12.9 Million
96,099 Added 264.93%
132,373 $15.3 Million
Q2 2020

Jul 15, 2020
BUY
$60.23 - $91.63 $356,983 - $543,091
5,927 Added 19.53%
36,274 $13.2 Million
Q1 2020

Apr 09, 2020
BUY
$56.09 - $81.8 $54,575 - $79,591
973 Added 3.31%
30,347 $7.72 Million
Q4 2019

Jan 17, 2020
BUY
$54.74 - $73.41 $34,486 - $46,248
630 Added 2.19%
29,374 $8.63 Million
Q3 2019

Oct 17, 2019
SELL
$48.33 - $55.99 $42,627 - $49,383
-882 Reduced 2.98%
28,744 $6.44 Million
Q2 2019

Jul 15, 2019
SELL
$43.33 - $52.94 $42,030 - $51,351
-970 Reduced 3.17%
29,626 $5.86 Million
Q1 2019

Apr 12, 2019
SELL
$35.55 - $48.77 $107,254 - $147,139
-3,017 Reduced 8.98%
30,596 $5.81 Million
Q4 2018

Jan 18, 2019
SELL
$36.71 - $58.02 $35,608 - $56,279
-970 Reduced 2.8%
33,613 $5.3 Million
Q3 2018

Oct 12, 2018
BUY
$45.98 - $57.09 $482,835 - $599,502
10,501 Added 43.61%
34,583 $7.81 Million
Q2 2018

Jul 12, 2018
SELL
$40.58 - $48.49 $25,240 - $30,160
-622 Reduced 2.52%
24,082 $4.46 Million
Q1 2018

Apr 17, 2018
BUY
$38.79 - $45.43 $72,459 - $84,863
1,868 Added 8.18%
24,704 $4.15 Million
Q4 2017

Jan 23, 2018
BUY
$38.37 - $44.1 $329,866 - $379,127
8,597 Added 60.38%
22,836 $3.86 Million
Q3 2017

Oct 17, 2017
BUY
$37.18 - $41.01 $529,406 - $583,941
14,239
14,239 $2.19 Million

Others Institutions Holding AAPL

# of Institutions
5,695
Shares Held
8.8B
Call Options Held
219M
Put Options Held
196M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • 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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