Transform Wealth, LLC Apple Inc. Transaction History

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

A detailed history of Transform Wealth, LLC transactions in Apple Inc. stock. As of the latest transaction made, Transform Wealth, LLC holds 248,136 shares of AAPL stock, worth $54.1 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares
248,136
Previous 246,695 0.58%
Holding current value
$54.1 Million
Previous $42.3 Million 23.54%
% of portfolio
3.99%
Previous 4.13%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
5,514
Shares Held
8.82B
Call Options Held
156M
Put Options Held
155M
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 $3.5T
  • 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
Track This Portfolio

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email