A detailed history of Shared Vision Wealth Group LLC transactions in Apple Inc. stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 177,398 shares of AAPL stock, worth $43.6 Million. This represents 23.38% of its overall portfolio holdings.

Number of Shares
177,398
Previous 178,919 0.85%
Holding current value
$43.6 Million
Previous $41.7 Billion 6.56%
% of portfolio
23.38%
Previous 22.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025

SELL
$221.69 - $259.02 $337,190 - $393,969
-1,521 Reduced 0.85%
177,398 $44.4 Billion
Q3 2024

Nov 12, 2024

SELL
$207.23 - $234.82 $24,867 - $28,178
-120 Reduced 0.07%
178,919 $41.7 Billion
Q2 2024

Jul 23, 2024

BUY
$165.0 - $216.67 $1.13 Million - $1.48 Million
6,819 Added 3.96%
179,039 $37.7 Billion
Q1 2024

May 06, 2024

SELL
$169.0 - $195.18 $124,722 - $144,042
-738 Reduced 0.43%
172,220 $29.5 Billion
Q4 2023

Feb 07, 2024

BUY
$166.89 - $198.11 $28.9 Million - $34.3 Million
172,958 New
172,958 $33.3 Billion

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.95T
  • 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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