A detailed history of Smith & Howard Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 13,424 shares of AAPL stock, worth $2.96 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
13,424
Previous 14,564 7.83%
Holding current value
$2.96 Million
Previous $2.8 Million 17.94%
% of portfolio
0.71%
Previous 0.99%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$169.0 - $195.18 $192,660 - $222,505
-1,140 Reduced 7.83%
13,424 $2.3 Million
Q4 2023

Feb 01, 2024

BUY
$166.89 - $198.11 $209,113 - $248,231
1,253 Added 9.41%
14,564 $2.8 Million
Q3 2023

Oct 13, 2023

SELL
$170.43 - $196.45 $60,332 - $69,543
-354 Reduced 2.59%
13,311 $2.28 Million
Q2 2023

Jul 17, 2023

BUY
$160.1 - $193.97 $202,206 - $244,984
1,263 Added 10.18%
13,665 $2.65 Million
Q1 2023

Apr 13, 2023

SELL
$125.02 - $164.9 $288,421 - $380,424
-2,307 Reduced 15.68%
12,402 $2.05 Million
Q4 2022

Feb 06, 2023

SELL
$126.04 - $155.74 $241,744 - $298,709
-1,918 Reduced 11.54%
14,709 $1.91 Million
Q3 2022

Oct 18, 2022

BUY
$138.2 - $174.55 $62,880 - $79,420
455 Added 2.81%
16,627 $2.3 Million
Q2 2022

Aug 05, 2022

BUY
$130.06 - $178.44 $561,078 - $769,790
4,314 Added 36.38%
16,172 $2.21 Million
Q1 2022

May 03, 2022

SELL
$150.62 - $182.01 $383,930 - $463,943
-2,549 Reduced 17.69%
11,858 $2.07 Million
Q4 2021

Jan 18, 2022

SELL
$139.14 - $180.33 $412,967 - $535,219
-2,968 Reduced 17.08%
14,407 $2.56 Million
Q3 2021

Oct 22, 2021

SELL
$137.27 - $156.69 $27,316 - $31,181
-199 Reduced 1.13%
17,375 $2.46 Million
Q2 2021

Aug 06, 2021

SELL
$122.77 - $136.96 $40,145 - $44,785
-327 Reduced 1.83%
17,574 $2.41 Million
Q1 2021

Apr 30, 2021

BUY
$116.36 - $143.16 $293,809 - $361,479
2,525 Added 16.42%
17,901 $2.19 Million
Q4 2020

Feb 04, 2021

SELL
$108.77 - $136.69 $203,182 - $255,336
-1,868 Reduced 10.83%
15,376 $2.04 Million
Q3 2020

Nov 04, 2020

BUY
$91.03 - $134.18 $1.18 Million - $1.73 Million
12,915 Added 298.34%
17,244 $2 Million
Q2 2020

Aug 04, 2020

SELL
$60.23 - $91.63 $19,815 - $30,146
-329 Reduced 7.06%
4,329 $1.58 Million
Q1 2020

Apr 22, 2020

SELL
$56.09 - $81.8 $14,359 - $20,940
-256 Reduced 5.21%
4,658 $1.19 Million
Q4 2019

Jan 13, 2020

BUY
$54.74 - $73.41 $47,404 - $63,573
866 Added 21.39%
4,914 $1.44 Million
Q3 2019

Nov 12, 2019

BUY
$48.33 - $55.99 $18,703 - $21,668
387 Added 10.57%
4,048 $907,000
Q2 2019

Jul 23, 2019

SELL
$43.33 - $52.94 $51,736 - $63,210
-1,194 Reduced 24.59%
3,661 $725,000
Q1 2019

Apr 18, 2019

BUY
$35.55 - $48.77 $746 - $1,024
21 Added 0.43%
4,855 $922,000
Q4 2018

Jan 23, 2019

BUY
$36.71 - $58.02 $15,748 - $24,890
429 Added 9.74%
4,834 $763,000
Q3 2018

Nov 14, 2018

SELL
$45.98 - $57.09 $105,570 - $131,078
-2,296 Reduced 34.26%
4,405 $994,000
Q2 2018

Aug 14, 2018

BUY
$40.58 - $48.49 $86,273 - $103,089
2,126 Added 46.47%
6,701 $1.24 Million
Q1 2018

May 14, 2018

BUY
$38.79 - $45.43 $271 - $318
7 Added 0.15%
4,575 $768,000
Q3 2017

Nov 15, 2017

SELL
$37.18 - $41.01 $41,864 - $46,177
-1,126 Reduced 19.78%
4,568 $704,000
Q2 2017

Aug 11, 2017

BUY
N/A
5,694
5,694 $820,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.54T
  • 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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