A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 13,725 shares of AAPL stock, worth $3.08 Million. This represents 4.38% of its overall portfolio holdings.

Number of Shares
13,725
Previous 13,011 5.49%
Holding current value
$3.08 Million
Previous $2.23 Billion 29.57%
% of portfolio
4.38%
Previous 3.65%

Shares

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

Aug 12, 2024

BUY
$165.0 - $216.67 $117,810 - $154,702
714 Added 5.49%
13,725 $2.89 Billion
Q1 2024

May 15, 2024

SELL
$169.0 - $195.18 $21,125 - $24,397
-125 Reduced 0.95%
13,011 $2.23 Billion
Q4 2023

Feb 13, 2024

BUY
$166.89 - $198.11 $2.19 Million - $2.6 Million
13,136 New
13,136 $2.53 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 $3.6T
  • 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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