A detailed history of Safir Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 1,200 shares of AAPL stock, worth $261,552. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,200
Previous 1,200 -0.0%
Holding current value
$261,552
Previous $205,000 22.93%
% of portfolio
0.21%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 17, 2023

BUY
$160.1 - $193.97 $192,120 - $232,764
1,200 New
1,200 $232,000
Q2 2022

Jul 25, 2022

SELL
$130.06 - $178.44 $156,072 - $214,128
-1,200 Closed
0 $0
Q1 2022

Apr 27, 2022

BUY
$150.62 - $182.01 $180,744 - $218,412
1,200 New
1,200 $210,000
Q1 2021

Apr 15, 2021

SELL
$116.36 - $143.16 $154,642 - $190,259
-1,329 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$108.77 - $136.69 $144,555 - $181,661
1,329 New
1,329 $176,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.5T
  • 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 Safir Wealth Advisors, LLC Portfolio

Follow Safir Wealth Advisors, LLC 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 Safir Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safir Wealth Advisors, LLC with notifications on news.