Simplicity Wealth,Llc Apple Inc. Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Apple Inc. stock. As of the latest transaction made, Simplicity Wealth,Llc holds 92,962 shares of AAPL stock, worth $18.8 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

92,962

Previous 42,182 120.38%

Holding current value

$18.8 Million

Previous $10.6 Million 95.48%

% of portfolio

1.72%

Previous 2.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$209.68 - $247.1 $10.6 Million - $12.5 Million	50,780 Added 120.38%	92,962 $20.6 Million
Q4 2024 Feb 07, 2025	SELL	$221.69 - $259.02 $3.37 Million - $3.94 Million	-15,222 Reduced 26.52%	42,182 $10.6 Million
Q3 2024 Oct 09, 2024	SELL	$207.23 - $234.82 $122 Million - $138 Million	-587,294 Reduced 91.1%	57,404 $13.4 Million
Q2 2024 Jul 10, 2024	SELL	$165.0 - $216.67 $3.14 Million - $4.12 Million	-19,006 Reduced 2.86%	644,698 $136 Million
Q1 2024 Apr 24, 2024	BUY	$169.0 - $195.18 $111 Million - $128 Million	658,207 Added 11973.93%	663,704 $114 Million
Q4 2023 Jan 29, 2024	BUY	$166.89 - $198.11 $516,524 - $613,150	3,095 Added 128.85%	5,497 $1.06 Million
Q3 2023 Oct 19, 2023	SELL	$170.43 - $196.45 $107,711 - $124,156	-632 Reduced 20.83%	2,402 $411,000
Q2 2023 Jul 26, 2023	SELL	$160.1 - $193.97 $150,333 - $182,137	-939 Reduced 23.63%	3,034 $588,000
Q1 2023 Apr 27, 2023	SELL	$125.02 - $164.9 $62,009 - $81,790	-496 Reduced 11.1%	3,973 $655,000
Q4 2022 Feb 15, 2023	SELL	$126.04 - $155.74 $474,162 - $585,893	-3,762 Reduced 45.71%	4,469 $580,000
Q3 2022 Oct 12, 2022	BUY	$138.2 - $174.55 $382,399 - $482,979	2,767 Added 50.64%	8,231 $1.14 Million
Q2 2022 Jul 19, 2022	SELL	$130.06 - $178.44 $113,932 - $156,313	-876 Reduced 13.82%	5,464 $747,000
Q1 2022 May 20, 2022	BUY	$150.62 - $182.01 $84,196 - $101,743	559 Added 9.67%	6,340 $1.11 Million
Q4 2021 Feb 25, 2022	BUY	$139.14 - $180.33 $804,368 - $1.04 Million	5,781 New	5,781 $1.03 Million

Others Institutions Holding AAPL

# of Institutions

6,303

Shares Held

9.03B

Call Options Held

219M

Put Options Held

221M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.25T
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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Simplicity Wealth,Llc Apple Inc. Transaction History