A detailed history of Theory Financial LLC transactions in Apple Inc. stock. As of the latest transaction made, Theory Financial LLC holds 1,031 shares of AAPL stock, worth $261,337. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,031
Previous 1,031 -0.0%
Holding current value
$261,337
Previous $217,000 10.6%
% of portfolio
0.09%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$165.0 - $216.67 $170,115 - $223,386
1,031 New
1,031 $217,000
Q4 2023

Feb 07, 2024

SELL
$166.89 - $198.11 $9,345 - $11,094
-56 Reduced 3.62%
1,489 $286,000
Q3 2023

Nov 14, 2023

SELL
$170.43 - $196.45 $41,073 - $47,344
-241 Reduced 13.49%
1,545 $264,000
Q2 2023

Aug 07, 2023

SELL
$160.1 - $193.97 $601,175 - $728,357
-3,755 Reduced 67.77%
1,786 $346,000
Q1 2023

May 12, 2023

SELL
$125.02 - $164.9 $12,502 - $16,490
-100 Reduced 1.77%
5,541 $913,000
Q4 2022

Feb 07, 2023

BUY
$126.04 - $155.74 $23,065 - $28,500
183 Added 3.35%
5,641 $732,000
Q2 2022

Aug 10, 2022

BUY
$130.06 - $178.44 $62,038 - $85,115
477 Added 9.58%
5,458 $773,000
Q1 2022

May 12, 2022

SELL
$150.62 - $182.01 $48,499 - $58,607
-322 Reduced 6.07%
4,981 $870,000
Q4 2021

Feb 14, 2022

BUY
$139.14 - $180.33 $737,859 - $956,289
5,303 New
5,303 $942,000

Others Institutions Holding AAPL

About Apple Inc.


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