Transform Wealth, LLC Apple Inc. Transaction History

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024

A detailed history of Transform Wealth, LLC transactions in Apple Inc. stock. As of the latest transaction made, Transform Wealth, LLC holds 269,033 shares of AAPL stock, worth $61.8 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares
269,033
Previous 248,136 8.42%
Holding current value
$61.8 Million
Previous $52.3 Million 19.89%
% of portfolio
4.28%
Previous 3.99%

Shares

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

Oct 15, 2024
BUY
$207.23 - $234.82 $4.33 Million - $4.91 Million
20,897 Added 8.42%
269,033 $62.7 Million
Q2 2024

Jul 15, 2024
BUY
$165.0 - $216.67 $237,765 - $312,221
1,441 Added 0.58%
248,136 $52.3 Million
Q1 2024

Apr 15, 2024
SELL
$169.0 - $195.18 $3.63 Million - $4.19 Million
-21,463 Reduced 8.0%
246,695 $42.3 Million
Q4 2023

Jan 18, 2024
SELL
$166.89 - $198.11 $112,817 - $133,922
-676 Reduced 0.25%
268,158 $51.6 Million
Q3 2023

Oct 10, 2023
SELL
$170.43 - $196.45 $3.26 Million - $3.76 Million
-19,131 Reduced 6.64%
268,834 $46 Million
Q2 2023

Jul 13, 2023
BUY
$160.1 - $193.97 $1.28 Million - $1.55 Million
8,016 Added 2.86%
287,965 $55.9 Million
Q1 2023

Apr 14, 2023
BUY
$125.02 - $164.9 $3.29 Million - $4.34 Million
26,348 Added 10.39%
279,949 $46.2 Million
Q4 2022

Jan 12, 2023
BUY
$126.04 - $155.74 $3.36 Million - $4.15 Million
26,623 Added 11.73%
253,601 $0
Q3 2022

Oct 21, 2022
BUY
$138.2 - $174.55 $2.11 Million - $2.66 Million
15,258 Added 7.21%
226,978 $31.4 Million
Q2 2022

Jul 15, 2022
SELL
$130.06 - $178.44 $1.45 Million - $1.99 Million
-11,158 Reduced 5.01%
211,720 $28.9 Million
Q1 2022

Apr 25, 2022
SELL
$150.62 - $182.01 $413,451 - $499,617
-2,745 Reduced 1.22%
222,878 $38.9 Million
Q4 2021

Jan 26, 2022
SELL
$139.14 - $180.33 $59,691 - $77,361
-429 Reduced 0.19%
225,623 $40.1 Million
Q3 2021

Oct 15, 2021
BUY
$137.27 - $156.69 $199,590 - $227,827
1,454 Added 0.65%
226,052 $32 Million
Q2 2021

Jul 20, 2021
BUY
$122.77 - $136.96 $10.6 Million - $11.8 Million
85,979 Added 62.03%
224,598 $30.8 Million
Q1 2021

Apr 22, 2021
SELL
$116.36 - $143.16 $1.13 Million - $1.39 Million
-9,741 Reduced 6.57%
138,619 $16.9 Million
Q4 2020

Jan 20, 2021
SELL
$108.77 - $136.69 $11.1 Million - $14 Million
-102,360 Reduced 40.83%
148,360 $19.7 Million
Q3 2020

Oct 21, 2020
BUY
$91.03 - $134.18 $16.9 Million - $24.8 Million
185,197 Added 282.64%
250,720 $29 Million
Q2 2020

Jul 22, 2020
SELL
$60.23 - $91.63 $9,636 - $14,660
-160 Reduced 0.24%
65,523 $23.9 Million
Q1 2020

Apr 30, 2020
BUY
$56.09 - $81.8 $450,907 - $657,590
8,039 Added 13.95%
65,683 $16.7 Million
Q4 2019

Jan 24, 2020
BUY
$54.74 - $73.41 $59,338 - $79,576
1,084 Added 1.92%
57,644 $16.9 Million
Q3 2019

Oct 24, 2019
SELL
$48.33 - $55.99 $352,567 - $408,447
-7,295 Reduced 11.42%
56,560 $12.7 Million
Q2 2019

Jul 30, 2019
SELL
$43.33 - $52.94 $149,878 - $183,119
-3,459 Reduced 5.14%
63,855 $12.6 Million
Q1 2019

Apr 12, 2019
SELL
$35.55 - $48.77 $79,703 - $109,342
-2,242 Reduced 3.22%
67,314 $12.8 Million
Q4 2018

Jan 30, 2019
BUY
$36.71 - $58.02 $36,012 - $56,917
981 Added 1.43%
69,556 $11 Million
Q3 2018

Oct 25, 2018
SELL
$45.98 - $57.09 $54,026 - $67,080
-1,175 Reduced 1.68%
68,575 $15.5 Million
Q2 2018

Aug 03, 2018
BUY
$40.58 - $48.49 $66,510 - $79,475
1,639 Added 2.41%
69,750 $12.9 Million
Q1 2018

May 03, 2018
SELL
$38.79 - $45.43 $69,744 - $81,683
-1,798 Reduced 2.57%
68,111 $11.4 Million
Q4 2017

Feb 08, 2018
BUY
$38.37 - $44.1 $1.55 Million - $1.78 Million
40,350 Added 136.51%
69,909 $11.8 Million
Q3 2017

Oct 19, 2017
BUY
$37.18 - $41.01 $1.1 Million - $1.21 Million
29,559
29,559 $4.56 Million

Others Institutions Holding AAPL

# of Institutions
5,695
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 $3.69T
  • 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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