A detailed history of True Wealth Design, LLC transactions in Apple Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 9,820 shares of AAPL stock, worth $2.21 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
9,820
Previous 8,869 10.72%
Holding current value
$2.21 Million
Previous $1.52 Billion 35.99%
% of portfolio
0.51%
Previous 0.38%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$165.0 - $216.67 $156,915 - $206,053
951 Added 10.72%
9,820 $2.07 Billion
Q1 2024

May 14, 2024

BUY
$169.0 - $195.18 $18,759 - $21,664
111 Added 1.27%
8,869 $1.52 Billion
Q4 2023

Feb 14, 2024

BUY
$166.89 - $198.11 $136,349 - $161,855
817 Added 10.29%
8,758 $1.69 Billion
Q3 2023

Nov 13, 2023

SELL
$170.43 - $196.45 $340 - $392
-2 Reduced 0.03%
7,941 $1.36 Billion
Q2 2023

Aug 14, 2023

SELL
$160.1 - $193.97 $275,852 - $334,210
-1,723 Reduced 17.83%
7,943 $1.54 Billion
Q1 2023

May 12, 2023

BUY
$125.02 - $164.9 $625 - $824
5 Added 0.05%
9,666 $1.59 Billion
Q4 2022

Feb 15, 2023

BUY
$126.04 - $155.74 $1.22 Million - $1.5 Million
9,661 New
9,661 $1.26 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 $3.62T
  • 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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