A detailed history of Total Wealth Planning & Management, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 14,718 shares of AAPL stock, worth $3.14 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
14,718
Previous 13,704 7.4%
Holding current value
$3.14 Million
Previous $3.04 Billion 0.8%
% of portfolio
2.45%
Previous 2.89%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

BUY
$172.42 - $223.89 $174,833 - $227,024
1,014 Added 7.4%
14,718 $3.02 Billion
Q1 2025

Apr 24, 2025

SELL
$209.68 - $247.1 $89,743 - $105,758
-428 Reduced 3.03%
13,704 $3.04 Billion
Q4 2024

Feb 28, 2025

BUY
$221.69 - $259.02 $3.13 Million - $3.66 Million
14,132 New
14,132 $3.54 Billion

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.43T
  • 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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