Wade Financial Advisory, Inc Apple Inc. Transaction History

Wade Financial Advisory, Inc

$296 Million
Q3 2024

A detailed history of Wade Financial Advisory, Inc transactions in Apple Inc. stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 16,492 shares of AAPL stock, worth $3.77 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

16,492

Previous 16,872 2.25%

Holding current value

$3.77 Million

Previous $3.55 Million 8.08%

% of portfolio

1.3%

Previous 1.28%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$207.23 - $234.82 $78,747 - $89,231	-380 Reduced 2.25%	16,492 $3.84 Million
Q2 2024 Jul 25, 2024	SELL	$165.0 - $216.67 $197,835 - $259,787	-1,199 Reduced 6.63%	16,872 $3.55 Million
Q1 2024 May 13, 2024	SELL	$169.0 - $195.18 $128,271 - $148,141	-759 Reduced 4.03%	18,071 $3.1 Million
Q4 2023 Feb 09, 2024	SELL	$166.89 - $198.11 $162,383 - $192,761	-973 Reduced 4.91%	18,830 $3.63 Million
Q3 2023 Oct 10, 2023	SELL	$170.43 - $196.45 $236,556 - $272,672	-1,388 Reduced 6.55%	19,803 $3.39 Million
Q2 2023 Aug 09, 2023	SELL	$160.1 - $193.97 $120,395 - $145,865	-752 Reduced 3.43%	21,191 $4.11 Million
Q1 2023 Apr 07, 2023	BUY	$125.02 - $164.9 $35,505 - $46,831	284 Added 1.31%	21,943 $3.62 Million
Q4 2022 Jan 12, 2023	SELL	$126.04 - $155.74 $34,534 - $42,672	-274 Reduced 1.25%	21,659 $0
Q3 2022 Oct 26, 2022	SELL	$138.2 - $174.55 $83,749 - $105,777	-606 Reduced 2.69%	21,933 $3.03 Million
Q2 2022 Aug 05, 2022	SELL	$130.06 - $178.44 $25,491 - $34,974	-196 Reduced 0.86%	22,539 $3.08 Million
Q1 2022 Apr 21, 2022	SELL	$150.62 - $182.01 $79,075 - $95,555	-525 Reduced 2.26%	22,735 $3.97 Million
Q4 2021 Feb 08, 2022	SELL	$139.14 - $180.33 $77,779 - $100,804	-559 Reduced 2.35%	23,260 $4.13 Million
Q3 2021 Nov 02, 2021	SELL	$137.27 - $156.69 $799,048 - $912,092	-5,821 Reduced 19.64%	23,819 $3.37 Million
Q2 2021 Jul 29, 2021	BUY	$122.77 - $136.96 $1.06 Million - $1.19 Million	8,659 Added 41.27%	29,640 $4.06 Million
Q1 2021 Apr 14, 2021	SELL	$116.36 - $143.16 $5,701 - $7,014	-49 Reduced 0.23%	20,981 $2.56 Million
Q4 2020 Mar 10, 2021	SELL	$108.77 - $136.69 $200,680 - $252,193	-1,845 Reduced 8.07%	21,030 $2.79 Million
Q3 2020 Nov 03, 2020	BUY	$91.03 - $134.18 $1.55 Million - $2.29 Million	17,082 Added 294.87%	22,875 $2.65 Million
Q2 2020 Jul 16, 2020	BUY	$60.23 - $91.63 $36,258 - $55,161	602 Added 11.6%	5,793 $2.11 Million
Q1 2020 Apr 27, 2020	SELL	$56.09 - $81.8 $12,508 - $18,241	-223 Reduced 4.12%	5,191 $1.32 Million
Q4 2019 Feb 11, 2020	BUY	$54.74 - $73.41 $296,362 - $397,441	5,414 New	5,414 $1.59 Million

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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Wade Financial Advisory, Inc Apple Inc. Transaction History