Walkner Condon Financial Advisors LLC Apple Inc. Transaction History

Walkner Condon Financial Advisors LLC

$484 Million
Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 58,059 shares of AAPL stock, worth $13.6 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares

58,059

Previous 57,317 1.29%

Holding current value

$13.6 Million

Previous $12.1 Million 12.0%

% of portfolio

2.8%

Previous 2.63%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$207.23 - $234.82 $153,764 - $174,236	742 Added 1.29%	58,059 $13.5 Million
Q2 2024 Jul 26, 2024	SELL	$165.0 - $216.67 $162,360 - $213,203	-984 Reduced 1.69%	57,317 $12.1 Million
Q1 2024 Apr 22, 2024	SELL	$169.0 - $195.18 $42,081 - $48,599	-249 Reduced 0.43%	58,301 $10 Million
Q4 2023 Jan 23, 2024	BUY	$166.89 - $198.11 $340,956 - $404,738	2,043 Added 3.62%	58,550 $11.3 Million
Q3 2023 Oct 19, 2023	BUY	$170.43 - $196.45 $76,011 - $87,616	446 Added 0.8%	56,507 $9.67 Million
Q2 2023 Jul 21, 2023	BUY	$160.1 - $193.97 $834,281 - $1.01 Million	5,211 Added 10.25%	56,061 $10.9 Million
Q1 2023 Apr 20, 2023	BUY	$125.02 - $164.9 $150,899 - $199,034	1,207 Added 2.43%	50,850 $8.39 Million
Q4 2022 Jan 25, 2023	BUY	$126.04 - $155.74 $34,913 - $43,139	277 Added 0.56%	49,643 $0
Q3 2022 Oct 28, 2022	BUY	$138.2 - $174.55 $136,403 - $172,280	987 Added 2.04%	49,366 $6.82 Million
Q2 2022 Aug 04, 2022	BUY	$130.06 - $178.44 $485,644 - $666,294	3,734 Added 8.36%	48,379 $6.62 Million
Q1 2022 May 03, 2022	BUY	$150.62 - $182.01 $4.67 Million - $5.65 Million	31,034 Added 228.01%	44,645 $7.8 Billion
Q4 2021 Feb 11, 2022	SELL	$139.14 - $180.33 $5.15 Million - $6.67 Million	-36,983 Reduced 73.1%	13,611 $2.42 Million
Q3 2021 Nov 04, 2021	BUY	$137.27 - $156.69 $104,874 - $119,711	764 Added 1.53%	50,594 $7.16 Million
Q2 2021 Aug 10, 2021	BUY	$122.77 - $136.96 $27,746 - $30,952	226 Added 0.46%	49,830 $6.82 Million
Q1 2021 Apr 13, 2021	BUY	$116.36 - $143.16 $124,272 - $152,894	1,068 Added 2.2%	49,604 $6.06 Million
Q4 2020 Jan 12, 2021	BUY	$108.77 - $136.69 $15,010 - $18,863	138 Added 0.29%	48,536 $6.44 Million
Q3 2020 Nov 10, 2020	BUY	$91.03 - $134.18 $3.57 Million - $5.27 Million	39,258 Added 429.52%	48,398 $5.61 Million
Q2 2020 Aug 26, 2020	BUY	$60.23 - $91.63 $424,862 - $646,358	7,054 Added 338.16%	9,140 $3.33 Million
Q4 2019 Aug 26, 2020	BUY	$54.74 - $73.41 $114,187 - $153,133	2,086 New	2,086 $613,000

Others Institutions Holding AAPL

# of Institutions

5,697

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 $3.78T
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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Walkner Condon Financial Advisors LLC Apple Inc. Transaction History