A detailed history of True Wealth Design, LLC transactions in Apple Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 6,229 shares of AAPL stock, worth $1.43 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
6,229
Previous 9,820 36.57%
Holding current value
$1.43 Million
Previous $2.07 Billion 29.83%
% of portfolio
0.57%
Previous 0.51%

Shares

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

Nov 14, 2024

SELL
$207.23 - $234.82 $744,162 - $843,238
-3,591 Reduced 36.57%
6,229 $1.45 Billion
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 $3.68T
  • 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 True Wealth Design, LLC Portfolio

Follow True Wealth Design, 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 True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.