A detailed history of San Luis Wealth Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 137,973 shares of AAPL stock, worth $31.5 Million. This represents 6.64% of its overall portfolio holdings.

Number of Shares
137,973
Previous 135,319 1.96%
Holding current value
$31.5 Million
Previous $28.5 Million 12.8%
% of portfolio
6.64%
Previous 6.85%

Shares

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

Oct 09, 2024

BUY
$207.23 - $234.82 $549,988 - $623,212
2,654 Added 1.96%
137,973 $32.1 Million
Q2 2024

Jul 12, 2024

BUY
$165.0 - $216.67 $22.3 Million - $29.3 Million
135,319 New
135,319 $28.5 Million
Q4 2023

Jan 17, 2024

BUY
$166.89 - $198.11 $385,015 - $457,039
2,307 Added 1.77%
132,427 $25.5 Million
Q3 2023

Oct 31, 2023

SELL
$170.43 - $196.45 $169,918 - $195,860
-997 Reduced 0.76%
130,120 $22.3 Million
Q2 2023

Aug 02, 2023

BUY
$160.1 - $193.97 $3.21 Million - $3.89 Million
20,077 Added 18.08%
131,117 $25.4 Million
Q1 2023

May 10, 2023

BUY
$125.02 - $164.9 $13.9 Million - $18.3 Million
111,040 New
111,040 $18.3 Million
Q2 2022

Aug 10, 2022

SELL
$130.06 - $178.44 $11.5 Million - $15.8 Million
-88,715 Closed
0 $0
Q1 2022

May 10, 2022

SELL
$150.62 - $182.01 $1,355 - $1,638
-9 Reduced 0.01%
88,715 $15.8 Million
Q4 2021

Feb 14, 2022

SELL
$139.14 - $180.33 $673,994 - $873,518
-4,844 Reduced 5.18%
88,724 $15.8 Million
Q3 2021

Nov 09, 2021

SELL
$137.27 - $156.69 $22,512 - $25,697
-164 Reduced 0.17%
93,568 $13.2 Million
Q4 2020

Feb 05, 2021

BUY
$108.77 - $136.69 $10.2 Million - $12.8 Million
93,732 New
93,732 $12.4 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 $3.67T
  • 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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