A detailed history of Values Added Financial LLC transactions in Apple Inc. stock. As of the latest transaction made, Values Added Financial LLC holds 26,561 shares of AAPL stock, worth $6.76 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares
26,561
Previous 26,474 0.33%
Holding current value
$6.76 Million
Previous $5.58 Billion 10.99%
% of portfolio
3.9%
Previous 4.02%

Shares

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

Oct 28, 2024

BUY
$207.23 - $234.82 $18,029 - $20,429
87 Added 0.33%
26,561 $6.19 Billion
Q2 2024

Jul 30, 2024

BUY
$165.0 - $216.67 $181,170 - $237,903
1,098 Added 4.33%
26,474 $5.58 Billion
Q1 2024

Apr 25, 2024

SELL
$169.0 - $195.18 $381,602 - $440,716
-2,258 Reduced 8.17%
25,376 $4.35 Billion
Q4 2023

Jan 18, 2024

SELL
$166.89 - $198.11 $434,414 - $515,680
-2,603 Reduced 8.61%
27,634 $5.32 Billion
Q3 2023

Oct 19, 2023

BUY
$170.43 - $196.45 $183,893 - $211,969
1,079 Added 3.7%
30,237 $5.18 Billion
Q2 2023

Jul 24, 2023

BUY
$160.1 - $193.97 $4.67 Million - $5.66 Million
29,158 New
29,158 $5.66 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 $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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