A detailed history of Smart Wealth LLC transactions in Apple Inc. stock. As of the latest transaction made, Smart Wealth LLC holds 14,580 shares of AAPL stock, worth $3.66 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
14,580
Previous 14,073 3.6%
Holding current value
$3.66 Million
Previous $2.96 Billion 14.61%
% of portfolio
1.33%
Previous 1.2%

Shares

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

Dec 13, 2024

BUY
$207.23 - $234.82 $105,065 - $119,053
507 Added 3.6%
14,580 $3.4 Billion
Q2 2024

Dec 13, 2024

BUY
$165.0 - $216.67 $41,415 - $54,384
251 Added 1.82%
14,073 $2.96 Billion
Q1 2024

Dec 13, 2024

BUY
$169.0 - $195.18 $344,591 - $397,972
2,039 Added 17.3%
13,822 $2.37 Billion
Q4 2023

Dec 13, 2024

BUY
$166.89 - $198.11 $232,644 - $276,165
1,394 Added 13.42%
11,783 $2.27 Billion
Q3 2023

Dec 13, 2024

SELL
$170.43 - $196.45 $31,018 - $35,753
-182 Reduced 1.72%
10,389 $1.78 Billion
Q2 2023

Dec 13, 2024

SELL
$160.1 - $193.97 $36,823 - $44,613
-230 Reduced 2.13%
10,571 $2.05 Billion
Q1 2023

Dec 13, 2024

SELL
$125.02 - $164.9 $77,012 - $101,578
-616 Reduced 5.4%
10,801 $1.78 Billion
Q4 2022

Dec 13, 2024

BUY
$126.04 - $155.74 $1.44 Million - $1.78 Million
11,417 New
11,417 $1.48 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 $4.03T
  • 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
Track This Portfolio

Track Smart Wealth LLC Portfolio

Follow Smart Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smart Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Wealth LLC with notifications on news.