A detailed history of Topel & Distasi Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 4,673 shares of AAPL stock, worth $1.19 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
4,673
Previous 4,018 16.3%
Holding current value
$1.19 Million
Previous $846,000 28.61%
% of portfolio
0.45%
Previous 0.37%

Shares

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

Nov 12, 2024

BUY
$207.23 - $234.82 $135,735 - $153,807
655 Added 16.3%
4,673 $1.09 Million
Q1 2024

May 06, 2024

SELL
$169.0 - $195.18 $111,033 - $128,233
-657 Reduced 14.05%
4,018 $689,000
Q4 2023

Jan 12, 2024

SELL
$166.89 - $198.11 $17,523 - $20,801
-105 Reduced 2.2%
4,675 $900,000
Q3 2023

Nov 06, 2023

SELL
$170.43 - $196.45 $35,449 - $40,861
-208 Reduced 4.17%
4,780 $818,000
Q2 2023

Aug 07, 2023

SELL
$160.1 - $193.97 $203,807 - $246,923
-1,273 Reduced 20.33%
4,988 $967,000
Q1 2023

May 12, 2023

BUY
$125.02 - $164.9 $163,401 - $215,524
1,307 Added 26.38%
6,261 $1.03 Million
Q3 2022

Nov 21, 2022

SELL
$138.2 - $174.55 $13,267 - $16,756
-96 Reduced 1.9%
4,954 $735,000
Q1 2022

Apr 21, 2022

SELL
$150.62 - $182.01 $97,149 - $117,396
-645 Reduced 11.33%
5,050 $882,000
Q4 2021

Feb 23, 2022

BUY
$139.14 - $180.33 $792,402 - $1.03 Million
5,695 New
5,695 $1.01 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 $4.09T
  • 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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