A detailed history of Spartan Planning & Wealth Management transactions in Apple Inc. stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 23,808 shares of AAPL stock, worth $6.03 Million. This represents 5.11% of its overall portfolio holdings.

Number of Shares
23,808
Previous 8,282 187.47%
Holding current value
$6.03 Million
Previous $1.42 Million 223.43%
% of portfolio
5.11%
Previous 1.69%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024

BUY
$166.89 - $198.11 $2.59 Million - $3.08 Million
15,526 Added 187.47%
23,808 $4.58 Million
Q3 2023

Nov 17, 2023

BUY
$170.43 - $196.45 $1.41 Million - $1.63 Million
8,282 New
8,282 $1.42 Million
Q3 2022

Nov 01, 2022

BUY
$138.2 - $174.55 $2.16 Million - $2.72 Million
15,603 New
15,603 $2.16 Million
Q2 2022

Aug 10, 2022

SELL
$130.06 - $178.44 $2.41 Million - $3.31 Million
-18,531 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$150.62 - $182.01 $2.79 Million - $3.37 Million
18,531 New
18,531 $3.24 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 $4.07T
  • 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 Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management 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 Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.