A detailed history of Shira Ridge Wealth Management transactions in Apple Inc. stock. As of the latest transaction made, Shira Ridge Wealth Management holds 29,579 shares of AAPL stock, worth $6.95 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares
29,579
Previous 29,708 0.43%
Holding current value
$6.95 Million
Previous $6.26 Billion 10.15%
% of portfolio
3.51%
Previous 3.49%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$207.23 - $234.82 $26,732 - $30,291
-129 Reduced 0.43%
29,579 $6.89 Billion
Q2 2024

Jul 11, 2024

SELL
$165.0 - $216.67 $22,275 - $29,250
-135 Reduced 0.45%
29,708 $6.26 Billion
Q1 2024

Apr 18, 2024

SELL
$169.0 - $195.18 $588,627 - $679,811
-3,483 Reduced 10.45%
29,843 $5.12 Billion
Q4 2023

Jan 10, 2024

SELL
$166.89 - $198.11 $5,674 - $6,735
-34 Reduced 0.1%
33,326 $6.42 Billion
Q3 2023

Oct 10, 2023

BUY
$170.43 - $196.45 $238,602 - $275,030
1,400 Added 4.38%
33,360 $5.71 Billion
Q2 2023

Jul 12, 2023

BUY
$160.1 - $193.97 $10,566 - $12,802
66 Added 0.21%
31,960 $6.2 Billion
Q1 2023

May 08, 2023

SELL
$125.02 - $164.9 $182,279 - $240,424
-1,458 Reduced 4.37%
31,894 $5.26 Billion
Q4 2022

Jan 12, 2023

BUY
$126.04 - $155.74 $4.2 Million - $5.19 Million
33,352 New
33,352 $4.33 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 $3.78T
  • 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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