Schwarz Dygos Wheeler Investment Advisors LLC Apple Inc. Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $428 Million
  • Q2 2025

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 138,743 shares of AAPL stock, worth $34 Million. This represents 6.65% of its overall portfolio holdings.

Number of Shares
138,743
Previous 139,494 0.54%
Holding current value
$34 Million
Previous $31 Million 8.13%
% of portfolio
6.65%
Previous 7.5%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$172.42 - $223.89 $129,487 - $168,141
-751 Reduced 0.54%
138,743 $28.5 Million
Q1 2025

May 02, 2025
SELL
$209.68 - $247.1 $1.22 Million - $1.44 Million
-5,819 Reduced 4.0%
139,494 $31 Million
Q4 2024

Feb 07, 2025
SELL
$221.69 - $259.02 $630,486 - $736,652
-2,844 Reduced 1.92%
145,313 $36.4 Million
Q3 2024

Nov 08, 2024
SELL
$207.23 - $234.82 $843,426 - $955,717
-4,070 Reduced 2.67%
148,157 $34.5 Million
Q2 2024

Aug 02, 2024
SELL
$165.0 - $216.67 $378,840 - $497,474
-2,296 Reduced 1.49%
152,227 $32.1 Million
Q1 2024

May 03, 2024
SELL
$169.0 - $195.18 $934,908 - $1.08 Million
-5,532 Reduced 3.46%
154,523 $26.5 Million
Q4 2023

Feb 02, 2024
SELL
$166.89 - $198.11 $77,937 - $92,517
-467 Reduced 0.29%
160,055 $30.8 Million
Q3 2023

Nov 03, 2023
SELL
$170.43 - $196.45 $121,516 - $140,068
-713 Reduced 0.44%
160,522 $27.5 Million
Q2 2023

Aug 11, 2023
SELL
$160.1 - $193.97 $186,996 - $226,556
-1,168 Reduced 0.72%
161,235 $31.3 Million
Q1 2023

Apr 27, 2023
BUY
$125.02 - $164.9 $1.42 Million - $1.87 Million
11,320 Added 7.49%
162,403 $26.8 Million
Q4 2022

Feb 08, 2023
SELL
$126.04 - $155.74 $239,980 - $296,528
-1,904 Reduced 1.24%
151,083 $19.6 Million
Q3 2022

Nov 04, 2022
SELL
$138.2 - $174.55 $1.67 Million - $2.11 Million
-12,064 Reduced 7.31%
152,987 $21.1 Million
Q2 2022

Aug 09, 2022
SELL
$130.06 - $178.44 $506,843 - $695,380
-3,897 Reduced 2.31%
165,051 $22.6 Million
Q1 2022

May 11, 2022
SELL
$150.62 - $182.01 $165,983 - $200,575
-1,102 Reduced 0.65%
168,948 $29.5 Million
Q4 2021

Feb 08, 2022
SELL
$139.14 - $180.33 $149,992 - $194,395
-1,078 Reduced 0.63%
170,050 $30.2 Million
Q3 2021

Oct 21, 2021
BUY
$137.27 - $156.69 $159,507 - $182,073
1,162 Added 0.68%
171,128 $24.2 Million
Q2 2021

Jul 28, 2021
SELL
$122.77 - $136.96 $31,920 - $35,609
-260 Reduced 0.15%
169,966 $23.3 Million
Q1 2021

May 07, 2021
BUY
$116.36 - $143.16 $16,523 - $20,328
142 Added 0.08%
170,226 $20.8 Million
Q4 2020

Feb 12, 2021
SELL
$108.77 - $136.69 $424,529 - $533,501
-3,903 Reduced 2.24%
170,084 $22.6 Million
Q3 2020

Nov 03, 2020
BUY
$91.03 - $134.18 $11.4 Million - $16.8 Million
125,086 Added 255.79%
173,987 $20.2 Million
Q2 2020

Jul 15, 2020
SELL
$60.23 - $91.63 $16,382 - $24,923
-272 Reduced 0.55%
48,901 $18.7 Million
Q1 2020

Apr 14, 2020
SELL
$56.09 - $81.8 $255,041 - $371,944
-4,547 Reduced 8.46%
49,173 $12.5 Million
Q4 2019

Jan 09, 2020
SELL
$54.74 - $73.41 $85,558 - $114,739
-1,563 Reduced 2.83%
53,720 $15.8 Million
Q3 2019

Nov 15, 2019
SELL
$48.33 - $55.99 $44,946 - $52,070
-930 Reduced 1.65%
55,283 $12.4 Million
Q2 2019

Nov 15, 2019
BUY
$43.33 - $52.94 $5,676 - $6,935
131 Added 0.23%
56,213 $11.1 Million
Q1 2019

Nov 15, 2019
BUY
$35.55 - $48.77 $563,929 - $773,638
15,863 Added 39.44%
56,082 $10.7 Million
Q4 2018

Nov 15, 2019
BUY
$36.71 - $58.02 $1.48 Million - $2.33 Million
40,219 New
40,219 $6.34 Million

Others Institutions Holding AAPL

# of Institutions
6,488
Shares Held
9.35B
Call Options Held
174M
Put Options Held
173M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.94T
  • 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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