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 148,157 shares of AAPL stock, worth $33.2 Million. This represents 8.8% of its overall portfolio holdings.

Number of Shares
148,157
Previous 152,227 2.67%
Holding current value
$33.2 Million
Previous $32.1 Million 7.62%
% of portfolio
8.8%
Previous 8.69%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.6T
  • 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 Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment 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 Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.