Sheets Smith Wealth Management Apple Inc. Transaction History

Sheets Smith Wealth Management

$789 Million
Q1 2025

A detailed history of Sheets Smith Wealth Management transactions in Apple Inc. stock. As of the latest transaction made, Sheets Smith Wealth Management holds 49,608 shares of AAPL stock, worth $9.75 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

49,608

Previous 57,039 13.03%

Holding current value

$9.75 Million

Previous $14.3 Million 22.85%

% of portfolio

1.4%

Previous 1.78%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$209.68 - $247.1 $1.56 Million - $1.84 Million	-7,431 Reduced 13.03%	49,608 $11 Million
Q4 2024 Jan 17, 2025	BUY	$221.69 - $259.02 $834,662 - $975,210	3,765 Added 7.07%	57,039 $14.3 Million
Q3 2024 Nov 01, 2024	SELL	$207.23 - $234.82 $2.42 Million - $2.74 Million	-11,688 Reduced 17.99%	53,274 $12.4 Million
Q2 2024 Jul 30, 2024	SELL	$165.0 - $216.67 $24,090 - $31,633	-146 Reduced 0.22%	64,962 $13.7 Million
Q1 2024 May 08, 2024	SELL	$169.0 - $195.18 $4.82 Million - $5.57 Million	-28,534 Reduced 30.47%	65,108 $11.2 Million
Q4 2023 Feb 06, 2024	BUY	$166.89 - $198.11 $2.9 Million - $3.44 Million	17,364 Added 22.76%	93,642 $18 Million
Q3 2023 Oct 23, 2023	SELL	$170.43 - $196.45 $417,723 - $481,498	-2,451 Reduced 3.11%	76,278 $13.1 Million
Q2 2023 Aug 09, 2023	SELL	$160.1 - $193.97 $88,695 - $107,459	-554 Reduced 0.7%	78,729 $15.3 Million
Q1 2023 May 26, 2023	BUY	$125.02 - $164.9 $9.89 Million - $13 Million	79,118 Added 47950.3%	79,283 $13.1 Million
Q1 2023 May 12, 2023	SELL	$125.02 - $164.9 $10.1 Million - $13.3 Million	-80,788 Reduced 99.8%	165 $27,000
Q4 2022 Mar 08, 2023	SELL	$126.04 - $155.74 $70,204 - $86,747	-557 Reduced 0.68%	80,953 $10.5 Million
Q3 2022 Nov 01, 2022	BUY	$138.2 - $174.55 $580,992 - $733,808	4,204 Added 5.44%	81,510 $11.3 Million
Q2 2022 Jul 27, 2022	SELL	$130.06 - $178.44 $1.12 Million - $1.54 Million	-8,629 Reduced 10.04%	77,306 $10.6 Million
Q1 2022 May 02, 2022	SELL	$150.62 - $182.01 $425,501 - $514,178	-2,825 Reduced 3.18%	85,935 $15 Million
Q4 2021 Jan 20, 2022	BUY	$139.14 - $180.33 $260,470 - $337,577	1,872 Added 2.15%	88,760 $15.8 Million
Q3 2021 Oct 15, 2021	SELL	$137.27 - $156.69 $594,928 - $679,094	-4,334 Reduced 4.75%	86,888 $12.3 Million
Q2 2021 Aug 03, 2021	SELL	$122.77 - $136.96 $661,116 - $737,529	-5,385 Reduced 5.57%	91,222 $12.5 Million
Q1 2021 Apr 23, 2021	SELL	$116.36 - $143.16 $259,831 - $319,676	-2,233 Reduced 2.26%	96,607 $11.8 Million
Q4 2020 Jan 13, 2021	SELL	$108.77 - $136.69 $108,987 - $136,963	-1,002 Reduced 1.0%	98,840 $13.1 Million
Q3 2020 Oct 26, 2020	BUY	$91.03 - $134.18 $6.63 Million - $9.77 Million	72,825 Added 269.55%	99,842 $11.6 Million
Q2 2020 Jul 17, 2020	BUY	$60.23 - $91.63 $122,327 - $186,100	2,031 Added 8.13%	27,017 $9.86 Million
Q1 2020 Apr 28, 2020	SELL	$56.09 - $81.8 $77,965 - $113,702	-1,390 Reduced 5.27%	24,986 $6.35 Million
Q4 2019 Jan 24, 2020	SELL	$54.74 - $73.41 $79,154 - $106,150	-1,446 Reduced 5.2%	26,376 $7.75 Million
Q3 2019 Oct 28, 2019	SELL	$48.33 - $55.99 $157,990 - $183,031	-3,269 Reduced 10.51%	27,822 $6.23 Million
Q2 2019 Jul 12, 2019	SELL	$43.33 - $52.94 $14,688 - $17,946	-339 Reduced 1.08%	31,091 $6.15 Million
Q1 2019 May 13, 2019	SELL	$35.55 - $48.77 $12,051 - $16,533	-339 Reduced 1.07%	31,430 $5.97 Million
Q4 2018 Jan 11, 2019	SELL	$36.71 - $58.02 $705,456 - $1.11 Million	-19,217 Reduced 37.69%	31,769 $5.01 Million
Q3 2018 Oct 15, 2018	BUY	$45.98 - $57.09 $402,141 - $499,309	8,746 Added 20.71%	50,986 $11.5 Million
Q2 2018 Jul 26, 2018	SELL	$40.58 - $48.49 $23,942 - $28,609	-590 Reduced 1.38%	42,240 $7.82 Million
Q1 2018 Apr 09, 2018	BUY	$38.79 - $45.43 $305,432 - $357,715	7,874 Added 22.53%	42,830 $7.19 Million
Q4 2017 Jan 12, 2018	SELL	$38.37 - $44.1 $22,983 - $26,415	-599 Reduced 1.68%	34,956 $5.92 Million
Q3 2017 Oct 12, 2017	BUY	$37.18 - $41.01 $1.32 Million - $1.46 Million	35,555	35,555 $5.48 Million

Others Institutions Holding AAPL

# of Institutions

6,365

Shares Held

8.96B

Call Options Held

177M

Put Options Held

167M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.16T
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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Sheets Smith Wealth Management Apple Inc. Transaction History