A detailed history of Valued Wealth Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 3,933 shares of AAPL stock, worth $1 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
3,933
Previous 3,504 12.24%
Holding current value
$1 Million
Previous $738 Million 24.17%
% of portfolio
0.59%
Previous 0.51%

Shares

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

Oct 28, 2024

BUY
$207.23 - $234.82 $88,901 - $100,737
429 Added 12.24%
3,933 $916 Million
Q2 2024

Jul 16, 2024

SELL
$165.0 - $216.67 $21,285 - $27,950
-129 Reduced 3.55%
3,504 $738 Million
Q1 2024

Apr 30, 2024

BUY
$169.0 - $195.18 $13,858 - $16,004
82 Added 2.31%
3,633 $623 Million
Q4 2023

Jan 05, 2024

BUY
$166.89 - $198.11 $592,626 - $703,488
3,551 New
3,551 $608 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 $4.09T
  • 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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