Wcg Wealth Advisors LLC Apple Inc. Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 187,854 shares of AAPL stock, worth $46.5 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares

187,854

Previous 186,611 0.67%

Holding current value

$46.5 Million

Previous $41.5 Million 7.02%

% of portfolio

2.71%

Previous 3.42%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$172.42 - $223.89 $214,318 - $278,295	1,243 Added 0.67%	187,854 $38.5 Million
Q1 2025 May 14, 2025	SELL	$209.68 - $247.1 $680,621 - $802,086	-3,246 Reduced 1.71%	186,611 $41.5 Million
Q4 2024 Feb 18, 2025	SELL	$221.69 - $259.02 $1.97 Million - $2.31 Million	-8,908 Reduced 4.48%	189,857 $47.5 Million
Q3 2024 Nov 13, 2024	BUY	$207.23 - $234.82 $95,325 - $108,017	460 Added 0.23%	198,765 $46.3 Million
Q2 2024 Aug 12, 2024	BUY	$165.0 - $216.67 $3.89 Million - $5.11 Million	23,578 Added 13.49%	198,305 $41.8 Million
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

# of Institutions

6,493

Shares Held

9.14B

Call Options Held

174M

Put Options Held

173M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.98T
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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Wcg Wealth Advisors LLC Apple Inc. Transaction History