A detailed history of Smallwood Wealth Investment Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 44,690 shares of AAPL stock, worth $10.4 Million. This represents 7.6% of its overall portfolio holdings.

Number of Shares
44,690
Previous 44,911 0.49%
Holding current value
$10.4 Million
Previous $9.46 Million 10.03%
% of portfolio
7.6%
Previous 7.48%

Shares

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

Oct 16, 2024

SELL
$207.23 - $234.82 $45,797 - $51,895
-221 Reduced 0.49%
44,690 $10.4 Million
Q2 2024

Jul 26, 2024

BUY
$165.0 - $216.67 $162,525 - $213,419
985 Added 2.24%
44,911 $9.46 Million
Q1 2024

Apr 24, 2024

BUY
$169.0 - $195.18 $209,391 - $241,828
1,239 Added 2.9%
43,926 $7.53 Million
Q4 2023

Jan 23, 2024

BUY
$166.89 - $198.11 $90,621 - $107,573
543 Added 1.29%
42,687 $8.22 Million
Q3 2023

Oct 31, 2023

BUY
$170.43 - $196.45 $42,096 - $48,523
247 Added 0.59%
42,144 $7.22 Million
Q2 2023

Jul 17, 2023

SELL
$160.1 - $193.97 $41,946 - $50,820
-262 Reduced 0.62%
41,897 $8.13 Million
Q1 2023

Apr 25, 2023

SELL
$125.02 - $164.9 $6.9 Million - $9.1 Million
-55,157 Reduced 56.68%
42,159 $6.95 Million
Q4 2022

Feb 14, 2023

SELL
$126.04 - $155.74 $24,829 - $30,680
-197 Reduced 0.2%
97,316 $12.6 Million
Q3 2022

Nov 14, 2022

BUY
$138.2 - $174.55 $1.03 Million - $1.3 Million
7,425 Added 8.24%
97,513 $13.5 Million
Q2 2022

Aug 08, 2022

BUY
$130.06 - $178.44 $156,202 - $214,306
1,201 Added 1.35%
90,088 $12.3 Million
Q1 2022

Apr 21, 2022

BUY
$150.62 - $182.01 $42,324 - $51,144
281 Added 0.32%
88,887 $15.5 Million
Q4 2021

Apr 05, 2022

BUY
$139.14 - $180.33 $12.3 Million - $16 Million
88,606 New
88,606 $15.7 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 $3.74T
  • 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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