Total Wealth Planning, LLC Apple Inc. Transaction History

Total Wealth Planning, LLC

  • $605 Million
  • Q3 2024

A detailed history of Total Wealth Planning, LLC transactions in Apple Inc. stock. As of the latest transaction made, Total Wealth Planning, LLC holds 5,233 shares of AAPL stock, worth $1.33 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,233
Previous 5,246 0.25%
Holding current value
$1.33 Million
Previous $1.1 Million 10.33%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Oct 10, 2024
SELL
$207.23 - $234.82 $2,693 - $3,052
-13 Reduced 0.25%
5,233 $1.22 Million
Q2 2024

Aug 02, 2024
SELL
$165.0 - $216.67 $15,180 - $19,933
-92 Reduced 1.72%
5,246 $1.1 Million
Q1 2024

Apr 18, 2024
BUY
$169.0 - $195.18 $20,449 - $23,616
121 Added 2.32%
5,338 $915,000
Q4 2023

Feb 05, 2024
SELL
$166.89 - $198.11 $48,564 - $57,650
-291 Reduced 5.28%
5,217 $1 Million
Q3 2023

Nov 08, 2023
BUY
$170.43 - $196.45 $61,354 - $70,722
360 Added 6.99%
5,508 $943,000
Q2 2023

Jul 31, 2023
SELL
$160.1 - $193.97 $10,886 - $13,189
-68 Reduced 1.3%
5,148 $998,000
Q1 2023

Apr 14, 2023
SELL
$125.02 - $164.9 $138,647 - $182,874
-1,109 Reduced 17.53%
5,216 $860,000
Q4 2022

Feb 02, 2023
SELL
$126.04 - $155.74 $29,493 - $36,443
-234 Reduced 3.57%
6,325 $821,000
Q3 2022

Nov 14, 2022
SELL
$138.2 - $174.55 $25,014 - $31,593
-181 Reduced 2.69%
6,559 $907,000
Q2 2022

Aug 01, 2022
BUY
$130.06 - $178.44 $80,377 - $110,275
618 Added 10.09%
6,740 $921,000
Q1 2022

May 13, 2022
BUY
$150.62 - $182.01 $922,095 - $1.11 Million
6,122 New
6,122 $1.07 Million
Q4 2021

Feb 09, 2022
SELL
$139.14 - $180.33 $437,177 - $566,596
-3,142 Closed
0 $0
Q3 2021

Nov 04, 2021
SELL
$137.27 - $156.69 $134,936 - $154,026
-983 Reduced 23.83%
3,142 $445,000
Q2 2021

Aug 16, 2021
BUY
$122.77 - $136.96 $123,261 - $137,507
1,004 Added 32.17%
4,125 $565,000
Q1 2021

May 17, 2021
SELL
$116.36 - $143.16 $54,223 - $66,712
-466 Reduced 12.99%
3,121 $381,000
Q4 2020

Feb 11, 2021
BUY
$108.77 - $136.69 $48,837 - $61,373
449 Added 14.31%
3,587 $476,000
Q3 2020

Nov 10, 2020
BUY
$91.03 - $134.18 $224,388 - $330,753
2,465 Added 366.27%
3,138 $363,000
Q2 2020

Aug 13, 2020
BUY
$60.23 - $91.63 $40,534 - $61,666
673 New
673 $246,000
Q1 2020

May 13, 2020
SELL
$56.09 - $81.8 $38,814 - $56,605
-692 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$54.74 - $73.41 $37,880 - $50,799
692 New
692 $203,000

Others Institutions Holding AAPL

# of Institutions
5,706
Shares Held
8.8B
Call Options Held
219M
Put Options Held
196M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • 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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