A detailed history of Ropes Wealth Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 195,650 shares of AAPL stock, worth $49.8 Million. This represents 6.54% of its overall portfolio holdings.

Number of Shares
195,650
Previous 205,774 4.92%
Holding current value
$49.8 Million
Previous $39.9 Million 16.07%
% of portfolio
6.54%
Previous 6.67%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

SELL
$170.43 - $196.45 $1.73 Million - $1.99 Million
-10,124 Reduced 4.92%
195,650 $33.5 Million
Q2 2023

Aug 07, 2023

BUY
$160.1 - $193.97 $1.87 Million - $2.27 Million
11,692 Added 6.02%
205,774 $39.9 Million
Q1 2023

May 08, 2023

BUY
$125.02 - $164.9 $416,691 - $549,611
3,333 Added 1.75%
194,082 $32 Million
Q4 2022

Feb 06, 2023

BUY
$126.04 - $155.74 $292,538 - $361,472
2,321 Added 1.23%
190,749 $24.8 Million
Q3 2022

Nov 01, 2022

SELL
$138.2 - $174.55 $173,855 - $219,583
-1,258 Reduced 0.66%
188,428 $26 Million
Q2 2022

Aug 10, 2022

BUY
$130.06 - $178.44 $234,368 - $321,548
1,802 Added 0.96%
189,686 $25.9 Million
Q1 2022

May 04, 2022

SELL
$150.62 - $182.01 $4.51 Million - $5.45 Million
-29,962 Reduced 13.75%
187,884 $32.8 Million
Q4 2021

Feb 10, 2022

SELL
$139.14 - $180.33 $4.01 Million - $5.19 Million
-28,802 Reduced 11.68%
217,846 $38.7 Million
Q3 2021

Nov 05, 2021

SELL
$137.27 - $156.69 $967,890 - $1.1 Million
-7,051 Reduced 2.78%
246,648 $34.9 Million
Q2 2021

Aug 04, 2021

BUY
$122.77 - $136.96 $2.92 Million - $3.26 Million
23,789 Added 10.35%
253,699 $34.7 Million
Q1 2021

May 12, 2021

BUY
$116.36 - $143.16 $2.91 Million - $3.59 Million
25,043 Added 12.22%
229,910 $28.9 Million
Q4 2020

Feb 05, 2021

SELL
$108.77 - $136.69 $394,726 - $496,048
-3,629 Reduced 1.74%
204,867 $27.2 Million
Q3 2020

Oct 16, 2020

BUY
$91.03 - $134.18 $14 Million - $20.7 Million
154,121 Added 283.44%
208,496 $24.1 Million
Q2 2020

Jul 20, 2020

BUY
$60.23 - $91.63 $15,900 - $24,190
264 Added 0.49%
54,375 $19.8 Million
Q1 2020

Apr 24, 2020

SELL
$56.09 - $81.8 $87,276 - $127,280
-1,556 Reduced 2.8%
54,111 $13.8 Million
Q4 2019

Feb 05, 2020

SELL
$54.74 - $73.41 $769,534 - $1.03 Million
-14,058 Reduced 20.16%
55,667 $16.3 Million
Q3 2019

Nov 05, 2019

BUY
$48.33 - $55.99 $23,633 - $27,379
489 Added 0.71%
69,725 $15.6 Million
Q2 2019

Jul 31, 2019

SELL
$43.33 - $52.94 $7,496 - $9,158
-173 Reduced 0.25%
69,236 $13.7 Million
Q1 2019

Apr 15, 2019

BUY
$35.55 - $48.77 $44,437 - $60,962
1,250 Added 1.83%
69,409 $13.2 Million
Q4 2018

Feb 08, 2019

SELL
$36.71 - $58.02 $58,809 - $92,948
-1,602 Reduced 2.3%
68,159 $10.8 Million
Q3 2018

Oct 30, 2018

SELL
$45.98 - $57.09 $57,107 - $70,905
-1,242 Reduced 1.75%
69,761 $15.7 Million
Q2 2018

Aug 13, 2018

BUY
$40.58 - $48.49 $81,565 - $97,464
2,010 Added 2.91%
71,003 $13.1 Million
Q1 2018

Apr 30, 2018

SELL
$38.79 - $45.43 $8,727 - $10,221
-225 Reduced 0.33%
68,993 $11.6 Million
Q4 2017

Feb 13, 2018

SELL
$38.37 - $44.1 $50,494 - $58,035
-1,316 Reduced 1.87%
69,218 $11.7 Million
Q3 2017

Nov 09, 2017

BUY
$37.18 - $41.01 $2.62 Million - $2.89 Million
70,534
70,534 $10.9 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 $4.09T
  • 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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