Shore Haven Wealth Partners, LLC Apple Inc. Transaction History

Shore Haven Wealth Partners, LLC

  • $203 Million
  • Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 26,661 shares of AAPL stock, worth $6.45 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
26,661
Previous 25,730 3.62%
Holding current value
$6.45 Million
Previous $5.99 Million 11.42%
% of portfolio
3.29%
Previous 2.96%

Shares

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

Jan 29, 2025
BUY
$221.69 - $259.02 $206,393 - $241,147
931 Added 3.62%
26,661 $6.68 Million
Q3 2024

Oct 24, 2024
SELL
$207.23 - $234.82 $42,482 - $48,138
-205 Reduced 0.79%
25,730 $5.99 Million
Q2 2024

Jul 24, 2024
SELL
$165.0 - $216.67 $80,355 - $105,518
-487 Reduced 1.84%
25,935 $5.46 Million
Q1 2024

May 02, 2024
BUY
$169.0 - $195.18 $28,392 - $32,790
168 Added 0.64%
26,422 $4.53 Million
Q4 2023

Feb 06, 2024
BUY
$166.89 - $198.11 $114,820 - $136,299
688 Added 2.69%
26,254 $5.05 Million
Q3 2023

Oct 24, 2023
SELL
$170.43 - $196.45 $13,463 - $15,519
-79 Reduced 0.31%
25,566 $4.38 Million
Q2 2023

Jul 19, 2023
SELL
$160.1 - $193.97 $5,923 - $7,176
-37 Reduced 0.14%
25,645 $4.97 Million
Q1 2023

Apr 14, 2023
SELL
$125.02 - $164.9 $30,879 - $40,730
-247 Reduced 0.95%
25,682 $4.23 Million
Q4 2022

Jan 24, 2023
SELL
$126.04 - $155.74 $246,786 - $304,938
-1,958 Reduced 7.02%
25,929 $0
Q3 2022

Nov 09, 2022
SELL
$138.2 - $174.55 $13,819 - $17,455
-100 Reduced 0.36%
27,887 $3.85 Million
Q2 2022

Aug 01, 2022
BUY
$130.06 - $178.44 $199,251 - $273,370
1,532 Added 5.79%
27,987 $3.83 Million
Q1 2022

May 13, 2022
SELL
$150.62 - $182.01 $292,654 - $353,645
-1,943 Reduced 6.84%
26,455 $4.62 Million
Q4 2021

Jan 21, 2022
SELL
$139.14 - $180.33 $32,837 - $42,557
-236 Reduced 0.82%
28,398 $5.04 Million
Q3 2021

Oct 28, 2021
BUY
$137.27 - $156.69 $10,844 - $12,378
79 Added 0.28%
28,634 $4.05 Million
Q2 2021

Nov 18, 2021
BUY
$122.77 - $136.96 $240,874 - $268,715
1,962 Added 7.38%
28,555 $3.91 Million
Q2 2021

Aug 16, 2021
SELL
$122.77 - $136.96 $230,193 - $256,800
-1,875 Reduced 6.59%
26,593 $3.64 Million
Q1 2021

May 13, 2021
SELL
$116.36 - $143.16 $139,515 - $171,648
-1,199 Reduced 4.04%
28,468 $3.48 Million
Q4 2020

Feb 10, 2021
BUY
$108.77 - $136.69 $3.23 Million - $4.06 Million
29,667 New
29,667 $3.94 Million

Others Institutions Holding AAPL

# of Institutions
6,255
Shares Held
9.06B
Call Options Held
219M
Put Options Held
221M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.89T
  • 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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