A detailed history of Sheets Smith Wealth Management transactions in Apple Inc. stock. As of the latest transaction made, Sheets Smith Wealth Management holds 53,274 shares of AAPL stock, worth $12 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
53,274
Previous 64,962 17.99%
Holding current value
$12 Million
Previous $13.7 Million 9.32%
% of portfolio
1.54%
Previous 1.65%

Shares

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

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.62T
  • 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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