A detailed history of Sonoma Private Wealth LLC transactions in Apple Inc. stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 5,540 shares of AAPL stock, worth $1.3 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
5,540
Previous 5,665 2.21%
Holding current value
$1.3 Million
Previous $1.19 Billion 8.19%
% of portfolio
2.01%
Previous 1.94%

Shares

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

Oct 17, 2024

SELL
$207.23 - $234.82 $25,903 - $29,352
-125 Reduced 2.21%
5,540 $1.29 Billion
Q2 2024

Aug 14, 2024

SELL
$165.0 - $216.67 $3,960 - $5,200
-24 Reduced 0.42%
5,665 $1.19 Billion
Q1 2024

May 09, 2024

SELL
$169.0 - $195.18 $190,125 - $219,577
-1,125 Reduced 16.51%
5,689 $976 Million
Q4 2023

Feb 12, 2024

SELL
$166.89 - $198.11 $20,861 - $24,763
-125 Reduced 1.8%
6,814 $1.31 Billion
Q3 2023

Oct 30, 2023

BUY
$170.43 - $196.45 $12,952 - $14,930
76 Added 1.11%
6,939 $1.19 Billion
Q2 2023

Aug 14, 2023

SELL
$160.1 - $193.97 $20,172 - $24,440
-126 Reduced 1.8%
6,863 $1.33 Billion
Q1 2023

May 10, 2023

BUY
$125.02 - $164.9 $269,543 - $355,524
2,156 Added 44.61%
6,989 $1.15 Billion
Q4 2022

Feb 13, 2023

BUY
$126.04 - $155.74 $609,151 - $752,691
4,833 New
4,833 $628 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 $3.78T
  • 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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