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 $3.11 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
13,702
Previous 11,926 14.89%
Holding current value
$3.11 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 $3.64T
  • 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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