A detailed history of Sax Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 87,552 shares of AAPL stock, worth $19.5 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
87,552
Holding current value
$19.5 Million
% of portfolio
1.74%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

BUY
$221.69 - $259.02 $19.4 Million - $22.7 Million
87,552 New
87,552 $21.9 Million
Q2 2024

Jul 12, 2024

BUY
$165.0 - $216.67 $9.03 Million - $11.9 Million
54,726 New
54,726 $11.5 Million
Q4 2023

Feb 14, 2024

BUY
$166.89 - $198.11 $52,904 - $62,800
317 Added 0.69%
46,371 $8.93 Million
Q3 2023

Nov 07, 2023

BUY
$170.43 - $196.45 $52,833 - $60,899
310 Added 0.68%
46,054 $7.88 Million
Q2 2023

Aug 10, 2023

SELL
$160.1 - $193.97 $50,911 - $61,682
-318 Reduced 0.69%
45,744 $8.87 Million
Q1 2023

May 05, 2023

SELL
$125.02 - $164.9 $128,770 - $169,847
-1,030 Reduced 2.19%
46,062 $7.6 Million
Q4 2022

Feb 06, 2023

SELL
$126.04 - $155.74 $1.16 Million - $1.43 Million
-9,165 Reduced 16.29%
47,092 $6.12 Million
Q3 2022

Nov 08, 2022

SELL
$138.2 - $174.55 $441,410 - $557,512
-3,194 Reduced 5.37%
56,257 $7.78 Million
Q2 2022

Aug 11, 2022

BUY
$130.06 - $178.44 $106,649 - $146,320
820 Added 1.4%
59,451 $8.13 Million
Q1 2022

Aug 11, 2022

SELL
$150.62 - $182.01 $40,968 - $49,506
-272 Reduced 0.46%
58,631 $10.2 Million
Q1 2022

Apr 20, 2022

SELL
$150.62 - $182.01 $1.23 Million - $1.48 Million
-8,150 Reduced 12.15%
58,903 $10.3 Million
Q4 2021

Feb 07, 2022

BUY
$139.14 - $180.33 $4.9 Million - $6.35 Million
35,226 Added 110.68%
67,053 $11.9 Million
Q3 2021

Dec 10, 2021

BUY
$137.27 - $156.69 $5,628 - $6,424
41 Added 0.13%
31,827 $4.5 Million
Q2 2021

Aug 12, 2021

SELL
$122.77 - $136.96 $331,479 - $369,792
-2,700 Reduced 7.83%
31,786 $4.35 Million
Q1 2021

May 14, 2021

BUY
$116.36 - $143.16 $82,964 - $102,073
713 Added 2.11%
34,486 $4.21 Million
Q4 2020

Feb 16, 2021

BUY
$108.77 - $136.69 $3.67 Million - $4.62 Million
33,773 New
33,773 $4.48 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 $3.58T
  • 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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