Three Bridge Wealth Advisors, LLC Apple Inc. Transaction History

Three Bridge Wealth Advisors, LLC

$285 Million
Q1 2025

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 12,208 shares of AAPL stock, worth $2.47 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

12,208

Previous 13,388 8.81%

Holding current value

$2.47 Million

Previous $3.35 Million 19.12%

% of portfolio

0.95%

Previous 1.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$209.68 - $247.1 $247,422 - $291,578	-1,180 Reduced 8.81%	12,208 $2.71 Million
Q4 2024 Jan 29, 2025	BUY	$221.69 - $259.02 $152,744 - $178,464	689 Added 5.43%	13,388 $3.35 Million
Q3 2024 Nov 13, 2024	SELL	$207.23 - $234.82 $72,737 - $82,421	-351 Reduced 2.69%	12,699 $2.96 Million
Q2 2024 Aug 14, 2024	SELL	$165.0 - $216.67 $529,320 - $695,077	-3,208 Reduced 19.73%	13,050 $2.75 Million
Q1 2024 May 14, 2024	SELL	$169.0 - $195.18 $121,849 - $140,724	-721 Reduced 4.25%	16,258 $2.79 Million
Q4 2023 Feb 08, 2024	SELL	$166.89 - $198.11 $100,133 - $118,866	-600 Reduced 3.41%	16,979 $3.27 Million
Q3 2023 Nov 13, 2023	SELL	$170.43 - $196.45 $219,172 - $252,634	-1,286 Reduced 6.82%	17,579 $3.01 Million
Q2 2023 Jul 28, 2023	SELL	$160.1 - $193.97 $193,400 - $234,315	-1,208 Reduced 6.02%	18,865 $3.66 Million
Q1 2023 May 11, 2023	BUY	$125.02 - $164.9 $56,634 - $74,699	453 Added 2.31%	20,073 $3.31 Million
Q4 2022 Feb 14, 2023	SELL	$126.04 - $155.74 $231,661 - $286,250	-1,838 Reduced 8.57%	19,620 $2.55 Million
Q3 2022 Nov 10, 2022	SELL	$138.2 - $174.55 $59,564 - $75,231	-431 Reduced 2.12%	19,902 $2.75 Million
Q2 2022 Nov 10, 2022	BUY	$130.06 - $178.44 $2.64 Million - $3.63 Million	20,333 New	20,333 $2.78 Million
Q1 2022 Feb 14, 2023	BUY	$150.62 - $182.01 $234,364 - $283,207	1,556 Added 7.82%	21,458 $3.75 Million

Others Institutions Holding AAPL

# of Institutions

6,365

Shares Held

8.96B

Call Options Held

177M

Put Options Held

167M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.26T
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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Three Bridge Wealth Advisors, LLC Apple Inc. Transaction History