Soa Wealth Advisors, Llc. Apple Inc. Transaction History

Soa Wealth Advisors, Llc.

$477 Million
Q1 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Apple Inc. stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 254,250 shares of AAPL stock, worth $56.3 Million. This represents 9.13% of its overall portfolio holdings.

Number of Shares

254,250

Previous 256,491 0.87%

Holding current value

$56.3 Million

Previous $49.4 Million 11.71%

% of portfolio

9.13%

Previous 10.87%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$169.0 - $195.18 $378,729 - $437,398	-2,241 Reduced 0.87%	254,250 $43.6 Million
Q4 2023 Jan 10, 2024	SELL	$166.89 - $198.11 $286,216 - $339,758	-1,715 Reduced 0.66%	256,491 $49.4 Million
Q3 2023 Oct 10, 2023	SELL	$170.43 - $196.45 $190,370 - $219,434	-1,117 Reduced 0.43%	258,206 $44.2 Million
Q2 2023 Jul 07, 2023	SELL	$160.1 - $193.97 $672,259 - $814,480	-4,199 Reduced 1.59%	259,323 $50.3 Million
Q1 2023 Apr 28, 2023	SELL	$125.02 - $164.9 $558,964 - $737,267	-4,471 Reduced 1.67%	263,522 $43.5 Million

Q4 2022 Jan 10, 2023	SELL	$126.04 - $155.74 $644,820 - $796,765	-5,116 Reduced 1.87%	267,993 $0
Q3 2022 Oct 07, 2022	SELL	$138.2 - $174.55 $561,921 - $709,720	-4,066 Reduced 1.47%	273,109 $37.7 Million
Q2 2022 Jul 13, 2022	SELL	$130.06 - $178.44 $457,941 - $628,287	-3,521 Reduced 1.25%	277,175 $37.9 Million
Q1 2022 Apr 07, 2022	BUY	$150.62 - $182.01 $897,544 - $1.08 Million	5,959 Added 2.17%	280,696 $49 Million
Q4 2021 Jan 13, 2022	SELL	$139.14 - $180.33 $1.51 Million - $1.95 Million	-10,823 Reduced 3.79%	274,737 $49 Million
Q3 2021 Oct 12, 2021	BUY	$137.27 - $156.69 $986,834 - $1.13 Million	7,189 Added 2.58%	285,560 $40.4 Million
Q2 2021 Jul 14, 2021	BUY	$122.77 - $136.96 $1.1 Million - $1.23 Million	8,991 Added 3.34%	278,371 $38.1 Million
Q1 2021 Apr 26, 2021	BUY	$116.36 - $143.16 $148,242 - $182,385	1,274 Added 0.48%	269,380 $32.9 Million
Q4 2020 Mar 10, 2021	BUY	$108.77 - $136.69 $29.2 Million - $36.6 Million	268,106 New	268,106 $36.3 Million

Others Institutions Holding AAPL

# of Institutions

5,488

Shares Held

8.82B

Call Options Held

157M

Put Options Held

155M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.56T
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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Soa Wealth Advisors, Llc. Apple Inc. Transaction History