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 $1.42 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
5,540
Previous 5,665 2.21%
Holding current value
$1.42 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 $4.11T
  • 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 Sonoma Private Wealth LLC Portfolio

Follow Sonoma Private 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 Sonoma Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonoma Private Wealth LLC with notifications on news.