A detailed history of Wcg Wealth Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 174,727 shares of AAPL stock, worth $36.8 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares
174,727
Previous 228,625 23.57%
Holding current value
$36.8 Million
Previous $44 Million 31.93%
% of portfolio
2.53%
Previous 3.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$169.0 - $195.18 $9.11 Million - $10.5 Million
-53,898 Reduced 23.57%
174,727 $30 Million
Q4 2023

Feb 08, 2024

SELL
$166.89 - $198.11 $1.89 Million - $2.25 Million
-11,346 Reduced 4.73%
228,625 $44 Million
Q3 2023

Nov 09, 2023

BUY
$170.43 - $196.45 $40.9 Million - $47.1 Million
239,971 New
239,971 $41.1 Million
Q1 2023

May 15, 2023

BUY
$125.02 - $164.9 $677,233 - $893,263
5,417 Added 6.5%
88,705 $14.6 Million
Q4 2022

Feb 14, 2023

SELL
$126.04 - $155.74 $141,290 - $174,584
-1,121 Reduced 1.33%
83,288 $10.8 Million
Q3 2022

Nov 14, 2022

BUY
$138.2 - $174.55 $604,763 - $763,830
4,376 Added 5.47%
84,409 $11.7 Million
Q2 2022

Aug 23, 2022

SELL
$130.06 - $178.44 $116,793 - $160,239
-898 Reduced 1.11%
80,033 $10.9 Million
Q2 2022

Aug 15, 2022

BUY
$130.06 - $178.44 $10.5 Million - $14.4 Million
80,931 New
80,931 $11.3 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 $3.38T
  • 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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