A detailed history of Rooted Wealth Advisors, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 13,702 shares of AAPL stock, worth $3.04 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
13,702
Previous 11,926 14.89%
Holding current value
$3.04 Million
Previous $2.01 Million 52.53%
% of portfolio
1.36%
Previous 0.99%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$165.0 - $216.67 $293,040 - $384,805
1,776 Added 14.89%
13,702 $3.07 Million
Q1 2024

Apr 17, 2024

BUY
$169.0 - $195.18 $45,123 - $52,113
267 Added 2.29%
11,926 $2.01 Million
Q4 2023

Feb 07, 2024

BUY
$166.89 - $198.11 $117,490 - $139,469
704 Added 6.43%
11,659 $2.21 Million
Q3 2023

Nov 21, 2023

SELL
$170.43 - $196.45 $620,706 - $715,470
-3,642 Reduced 24.95%
10,955 $2.08 Million
Q2 2023

Aug 03, 2023

SELL
$160.1 - $193.97 $61,638 - $74,678
-385 Reduced 2.57%
14,597 $2.79 Million
Q1 2023

Apr 26, 2023

SELL
$125.02 - $164.9 $295,047 - $389,164
-2,360 Reduced 13.61%
14,982 $2.48 Million
Q4 2022

Feb 13, 2023

BUY
$126.04 - $155.74 $2.19 Million - $2.7 Million
17,342 New
17,342 $2.25 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 $3.57T
  • 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 Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. 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 Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.