A detailed history of Schwallier Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 2,676 shares of AAPL stock, worth $678,312. This represents 0.45% of its overall portfolio holdings.

Number of Shares
2,676
Previous 2,593 3.2%
Holding current value
$678,312
Previous $546 Million 14.17%
% of portfolio
0.45%
Previous 0.44%

Shares

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

Nov 07, 2024

BUY
$207.23 - $234.82 $17,200 - $19,490
83 Added 3.2%
2,676 $624 Million
Q2 2024

Aug 13, 2024

SELL
$165.0 - $216.67 $8,580 - $11,266
-52 Reduced 1.97%
2,593 $546 Million
Q1 2024

May 14, 2024

SELL
$169.0 - $195.18 $265,837 - $307,018
-1,573 Reduced 37.29%
2,645 $454 Million
Q4 2023

Feb 14, 2024

BUY
$166.89 - $198.11 $703,942 - $835,627
4,218 New
4,218 $812 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 $4.07T
  • 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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