True Wealth Advisors, LLC Apple Inc. Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, True Wealth Advisors, LLC holds 12,376 shares of AAPL stock, worth $2.83 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

12,376

Previous 12,668 2.31%

Holding current value

$2.83 Million

Previous $2.67 Million 8.02%

% of portfolio

1.06%

Previous 1.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$207.23 - $234.82 $60,511 - $68,567	-292 Reduced 2.31%	12,376 $2.88 Million
Q2 2024 Jul 24, 2024	BUY	$165.0 - $216.67 $12,705 - $16,683	77 Added 0.61%	12,668 $2.67 Million
Q1 2024 Apr 23, 2024	BUY	$169.0 - $195.18 $113,230 - $130,770	670 Added 5.62%	12,591 $2.16 Million
Q4 2023 Feb 08, 2024	SELL	$166.89 - $198.11 $104,973 - $124,611	-629 Reduced 5.01%	11,921 $2.3 Million
Q3 2023 Nov 07, 2023	BUY	$170.43 - $196.45 $28,291 - $32,610	166 Added 1.34%	12,550 $2.15 Million
Q2 2023 Jul 31, 2023	SELL	$160.1 - $193.97 $13,928 - $16,875	-87 Reduced 0.7%	12,384 $2.4 Million
Q1 2023 Apr 19, 2023	SELL	$125.02 - $164.9 $64,760 - $85,418	-518 Reduced 3.99%	12,471 $2.06 Million
Q4 2022 Jan 23, 2023	SELL	$126.04 - $155.74 $14,242 - $17,598	-113 Reduced 0.86%	12,989 $0
Q3 2022 Oct 21, 2022	SELL	$138.2 - $174.55 $41,045 - $51,841	-297 Reduced 2.22%	13,102 $1.81 Million
Q2 2022 Jul 27, 2022	BUY	$130.06 - $178.44 $169,208 - $232,150	1,301 Added 10.75%	13,399 $1.83 Million
Q1 2022 May 05, 2022	SELL	$150.62 - $182.01 $226,532 - $273,743	-1,504 Reduced 11.06%	12,098 $2.15 Million
Q1 2022 May 04, 2022	BUY	$150.62 - $182.01 $226,532 - $273,743	1,504 Added 12.43%	13,602 $2.17 Million
Q4 2021 Feb 02, 2022	BUY	$139.14 - $180.33 $554,751 - $718,975	3,987 Added 49.16%	12,098 $2.15 Million
Q3 2021 Oct 25, 2021	SELL	$137.27 - $156.69 $9,746 - $11,124	-71 Reduced 0.87%	8,111 $1.15 Million
Q2 2021 Jul 23, 2021	SELL	$122.77 - $136.96 $7,488 - $8,354	-61 Reduced 0.74%	8,182 $1.12 Million
Q1 2021 Apr 22, 2021	BUY	$116.36 - $143.16 $202,350 - $248,955	1,739 Added 26.74%	8,243 $1.01 Million
Q4 2020 Jan 25, 2021	BUY	$108.77 - $136.69 $707,440 - $889,031	6,504 New	6,504 $839,000

Others Institutions Holding AAPL

# of Institutions

5,695

Shares Held

8.8B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.67T
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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True Wealth Advisors, LLC Apple Inc. Transaction History