A detailed history of Triad Financial Advisors, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 52,092 shares of AAPL stock, worth $12 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares
52,092
Previous 50,800 2.54%
Holding current value
$12 Million
Previous $9.85 Million 9.49%
% of portfolio
3.34%
Previous 4.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$170.43 - $196.45 $220,195 - $253,813
1,292 Added 2.54%
52,092 $8.92 Million
Q2 2023

Jul 31, 2023

SELL
$160.1 - $193.97 $96,860 - $117,351
-605 Reduced 1.18%
50,800 $9.85 Million
Q1 2023

May 05, 2023

SELL
$125.02 - $164.9 $249,289 - $328,810
-1,994 Reduced 3.73%
51,405 $8.48 Million
Q4 2022

Feb 14, 2023

BUY
$126.04 - $155.74 $38,064 - $47,033
302 Added 0.57%
53,399 $6.94 Million
Q3 2022

Nov 04, 2022

BUY
$138.2 - $174.55 $36,899 - $46,604
267 Added 0.51%
53,097 $7.34 Million
Q2 2022

Aug 11, 2022

SELL
$130.06 - $178.44 $34,075 - $46,751
-262 Reduced 0.49%
52,830 $7.22 Million
Q1 2022

May 09, 2022

SELL
$150.62 - $182.01 $1.47 Million - $1.78 Million
-9,788 Reduced 15.57%
53,092 $9.27 Million
Q4 2021

May 09, 2022

BUY
$139.14 - $180.33 $8.75 Million - $11.3 Million
62,880 New
62,880 $11.2 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 $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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