A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 5,110 shares of AAPL stock, worth $1.28 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
5,110
Previous 5,110 -0.0%
Holding current value
$1.28 Million
Previous $1.08 Million 10.59%
% of portfolio
0.41%
Previous 0.46%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024

BUY
$165.0 - $216.67 $122,760 - $161,202
744 Added 17.04%
5,110 $1.08 Million
Q1 2024

Apr 17, 2024

BUY
$169.0 - $195.18 $16,393 - $18,932
97 Added 2.27%
4,366 $748,000
Q4 2023

Jan 11, 2024

BUY
$166.89 - $198.11 $105,975 - $125,799
635 Added 17.47%
4,269 $821,000
Q2 2023

Jul 12, 2023

BUY
$160.1 - $193.97 $186,196 - $225,587
1,163 Added 47.07%
3,634 $704,000
Q3 2022

Oct 05, 2022

BUY
$138.2 - $174.55 $91,073 - $115,028
659 Added 36.37%
2,471 $341,000
Q4 2021

Jan 27, 2022

BUY
$139.14 - $180.33 $252,121 - $326,757
1,812 New
1,812 $322,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.01T
  • 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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