Wealth Architects, LLC Apple Inc. Transaction History

Wealth Architects, LLC

  • $793 Million
  • Q2 2024

A detailed history of Wealth Architects, LLC transactions in Apple Inc. stock. As of the latest transaction made, Wealth Architects, LLC holds 170,151 shares of AAPL stock, worth $39.6 Million. This represents 4.52% of its overall portfolio holdings.

Number of Shares
170,151
Previous 125,134 35.98%
Holding current value
$39.6 Million
Previous $21.5 Million 67.02%
% of portfolio
4.52%
Previous 2.9%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$165.0 - $216.67 $7.43 Million - $9.75 Million
45,017 Added 35.98%
170,151 $35.8 Million
Q1 2024

May 13, 2024
SELL
$169.0 - $195.18 $457,821 - $528,742
-2,709 Reduced 2.12%
125,134 $21.5 Million
Q4 2023

Feb 14, 2024
BUY
$166.89 - $198.11 $607,980 - $721,714
3,643 Added 2.93%
127,843 $24.6 Million
Q3 2023

Nov 09, 2023
SELL
$170.43 - $196.45 $351,767 - $405,472
-2,064 Reduced 1.63%
124,200 $21.3 Million
Q2 2023

Aug 02, 2023
SELL
$160.1 - $193.97 $183,314 - $222,095
-1,145 Reduced 0.9%
126,264 $24.5 Million
Q1 2023

Apr 21, 2023
SELL
$125.02 - $164.9 $67,260 - $88,716
-538 Reduced 0.42%
127,409 $21 Million
Q4 2022

Feb 09, 2023
SELL
$126.04 - $155.74 $674,314 - $833,209
-5,350 Reduced 4.01%
127,947 $16.6 Million
Q3 2022

Oct 24, 2022
SELL
$138.2 - $174.55 $84,302 - $106,475
-610 Reduced 0.46%
133,297 $18.4 Million
Q2 2022

Jul 29, 2022
SELL
$130.06 - $178.44 $118,874 - $163,094
-914 Reduced 0.68%
133,907 $18.3 Million
Q1 2022

May 17, 2022
BUY
$150.62 - $182.01 $1.58 Million - $1.91 Million
10,496 Added 8.44%
134,821 $23.5 Million
Q4 2021

Jan 19, 2022
SELL
$139.14 - $180.33 $511,896 - $663,434
-3,679 Reduced 2.87%
124,325 $22.1 Million
Q3 2021

Nov 09, 2021
SELL
$137.27 - $156.69 $300,484 - $342,994
-2,189 Reduced 1.68%
128,004 $18.1 Million
Q2 2021

Aug 09, 2021
SELL
$122.77 - $136.96 $41,619 - $46,429
-339 Reduced 0.26%
130,193 $17.8 Million
Q1 2021

Apr 29, 2021
BUY
$116.36 - $143.16 $5,934 - $7,301
51 Added 0.04%
130,532 $15.9 Million
Q4 2020

Jan 28, 2021
SELL
$108.77 - $136.69 $302,706 - $380,408
-2,783 Reduced 2.09%
130,481 $17.3 Million
Q3 2020

Nov 09, 2020
BUY
$91.03 - $134.18 $9.04 Million - $13.3 Million
99,300 Added 292.37%
133,264 $15.4 Million
Q2 2020

Aug 14, 2020
SELL
$60.23 - $91.63 $183,219 - $278,738
-3,042 Reduced 8.22%
33,964 $12.4 Million
Q1 2020

Apr 23, 2020
BUY
$56.09 - $81.8 $5,665 - $8,261
101 Added 0.27%
37,006 $9.41 Million
Q4 2019

Jan 28, 2020
SELL
$54.74 - $73.41 $65,906 - $88,385
-1,204 Reduced 3.16%
36,905 $10.8 Million
Q3 2019

Oct 23, 2019
SELL
$48.33 - $55.99 $45,961 - $53,246
-951 Reduced 2.43%
38,109 $8.54 Million
Q2 2019

Jul 12, 2019
SELL
$43.33 - $52.94 $102,778 - $125,573
-2,372 Reduced 5.73%
39,060 $7.73 Million
Q1 2019

May 01, 2019
BUY
$35.55 - $48.77 $66,834 - $91,687
1,880 Added 4.75%
41,432 $7.87 Million
Q4 2018

Jan 17, 2019
BUY
$36.71 - $58.02 $2,129 - $3,365
58 Added 0.15%
39,552 $6.24 Million
Q3 2018

Oct 04, 2018
BUY
$45.98 - $57.09 $5,379 - $6,679
117 Added 0.3%
39,494 $8.92 Million
Q2 2018

Jul 19, 2018
SELL
$40.58 - $48.49 $43,664 - $52,175
-1,076 Reduced 2.66%
39,377 $7.29 Million
Q1 2018

Apr 13, 2018
BUY
$38.79 - $45.43 $289,567 - $339,134
7,465 Added 22.63%
40,453 $6.79 Million
Q4 2017

Jan 31, 2018
BUY
$38.37 - $44.1 $331,363 - $380,847
8,636 Added 35.46%
32,988 $5.58 Million
Q3 2017

Nov 08, 2017
BUY
$37.18 - $41.01 $74 - $82
2 Added 0.01%
24,352 $3.85 Million
Q2 2017

Aug 10, 2017
BUY
N/A
24,350
24,350 $3.51 Million

Others Institutions Holding AAPL

# of Institutions
5,681
Shares Held
8.99B
Call Options Held
190M
Put Options Held
167M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.74T
  • 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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