A detailed history of Trellis Wealth Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 6,865 shares of AAPL stock, worth $1.74 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
6,865
Previous 4,088 67.93%
Holding current value
$1.74 Million
Previous $861 Million 85.78%
% of portfolio
0.8%
Previous 0.47%

Shares

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

Oct 21, 2024

BUY
$207.23 - $234.82 $575,477 - $652,095
2,777 Added 67.93%
6,865 $1.6 Billion
Q1 2024

Apr 19, 2024

SELL
$169.0 - $195.18 $95,316 - $110,081
-564 Reduced 12.12%
4,088 $701 Million
Q2 2023

Aug 10, 2023

BUY
$160.1 - $193.97 $744,785 - $902,348
4,652 New
4,652 $902 Million
Q4 2022

Aug 10, 2023

SELL
$126.04 - $155.74 $126 - $155
-1 Reduced 0.02%
4,651 $604 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 $4.07T
  • 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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