Selective Wealth Management, Inc. Apple Inc. Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

A detailed history of Selective Wealth Management, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 28,389 shares of AAPL stock, worth $6.53 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares

28,389

Previous 22,004 29.02%

Holding current value

$6.53 Million

Previous $4.63 Million 42.66%

% of portfolio

2.76%

Previous 2.07%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$207.23 - $234.82 $1.32 Million - $1.5 Million	6,385 Added 29.02%	28,389 $6.61 Million
Q2 2024 Jul 10, 2024	SELL	$165.0 - $216.67 $122,925 - $161,419	-745 Reduced 3.27%	22,004 $4.63 Million
Q1 2024 Apr 11, 2024	BUY	$169.0 - $195.18 $12,844 - $14,833	76 Added 0.34%	22,749 $3.9 Million
Q4 2023 Jan 05, 2024	SELL	$166.89 - $198.11 $320,929 - $380,965	-1,923 Reduced 7.82%	22,673 $4.37 Million
Q3 2023 Oct 10, 2023	SELL	$170.43 - $196.45 $149,467 - $172,286	-877 Reduced 3.44%	24,596 $4.21 Million
Q2 2023 Jul 11, 2023	SELL	$160.1 - $193.97 $379,116 - $459,320	-2,368 Reduced 8.51%	25,473 $4.94 Million
Q4 2022 Jan 23, 2023	BUY	$126.04 - $155.74 $101,966 - $125,993	809 Added 2.99%	27,841 $0
Q3 2022 Oct 21, 2022	SELL	$138.2 - $174.55 $325,737 - $411,414	-2,357 Reduced 8.02%	27,032 $3.74 Million
Q2 2022 Jul 28, 2022	BUY	$130.06 - $178.44 $18,728 - $25,695	144 Added 0.49%	29,389 $4.02 Million
Q1 2022 Apr 20, 2022	SELL	$150.62 - $182.01 $973,306 - $1.18 Million	-6,462 Reduced 18.1%	29,245 $5.11 Million
Q4 2021 Jan 18, 2022	BUY	$139.14 - $180.33 $151,523 - $196,379	1,089 Added 3.15%	35,707 $6.34 Million
Q3 2021 Oct 27, 2021	BUY	$137.27 - $156.69 $1.44 Million - $1.64 Million	10,487 Added 43.46%	34,618 $4.9 Million
Q2 2021 Aug 04, 2021	BUY	$122.77 - $136.96 $997,260 - $1.11 Million	8,123 Added 50.74%	24,131 $3.3 Million
Q1 2021 Apr 09, 2021	BUY	$116.36 - $143.16 $628,925 - $773,779	5,405 Added 50.98%	16,008 $1.96 Million
Q4 2020 Jan 22, 2021	BUY	$108.77 - $136.69 $114,099 - $143,387	1,049 Added 10.98%	10,603 $1.41 Million
Q3 2020 Oct 21, 2020	BUY	$91.03 - $134.18 $709,214 - $1.05 Million	7,791 Added 441.92%	9,554 $1.11 Million
Q2 2020 Jul 15, 2020	BUY	$60.23 - $91.63 $53,966 - $82,100	896 Added 103.34%	1,763 $643,000
Q4 2019 Jan 10, 2020	BUY	$54.74 - $73.41 $437 - $587	8 Added 0.93%	867 $255,000
Q3 2019 Oct 29, 2019	SELL	$48.33 - $55.99 $13,870 - $16,069	-287 Reduced 25.04%	859 $192,000
Q2 2019 Jul 16, 2019	BUY	$43.33 - $52.94 $49,656 - $60,669	1,146 New	1,146 $227,000
Q1 2019 Apr 04, 2019	SELL	$35.55 - $48.77 $30,608 - $41,990	-861 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	$45.98 - $57.09 $39,588 - $49,154	861 New	861 $194,000

Others Institutions Holding AAPL

# of Institutions

5,695

Shares Held

8.8B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.69T
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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Selective Wealth Management, Inc. Apple Inc. Transaction History