Wealth Dimensions Group, Ltd. Apple Inc. Transaction History

Wealth Dimensions Group, Ltd.

$394 Million
Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Apple Inc. stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 61,467 shares of AAPL stock, worth $15.7 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares

61,467

Previous 61,794 0.53%

Holding current value

$15.7 Million

Previous $13 Million 9.99%

% of portfolio

3.63%

Previous 3.71%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$207.23 - $234.82 $67,764 - $76,786	-327 Reduced 0.53%	61,467 $14.3 Million
Q2 2024 Aug 09, 2024	BUY	$165.0 - $216.67 $140,580 - $184,602	852 Added 1.4%	61,794 $13 Million
Q1 2024 May 09, 2024	SELL	$169.0 - $195.18 $771,992 - $891,582	-4,568 Reduced 6.97%	60,942 $10.5 Million
Q4 2023 Feb 09, 2024	BUY	$166.89 - $198.11 $113,818 - $135,111	682 Added 1.05%	65,510 $12.6 Million
Q3 2023 Nov 14, 2023	BUY	$170.43 - $196.45 $108,734 - $125,335	638 Added 0.99%	64,828 $11.1 Million
Q2 2023 Aug 14, 2023	SELL	$160.1 - $193.97 $77,328 - $93,687	-483 Reduced 0.75%	64,190 $12.5 Million
Q1 2023 May 09, 2023	SELL	$125.02 - $164.9 $376,060 - $496,019	-3,008 Reduced 4.44%	64,673 $10.7 Million
Q4 2022 Feb 10, 2023	BUY	$126.04 - $155.74 $26,090 - $32,238	207 Added 0.31%	67,681 $8.79 Million
Q3 2022 Nov 10, 2022	BUY	$138.2 - $174.55 $3,731 - $4,712	27 Added 0.04%	67,474 $9.33 Million
Q2 2022 Aug 05, 2022	BUY	$130.06 - $178.44 $53,064 - $72,803	408 Added 0.61%	67,447 $9.22 Million
Q1 2022 May 04, 2022	BUY	$150.62 - $182.01 $145,800 - $176,185	968 Added 1.47%	67,039 $11.7 Million
Q4 2021 Feb 04, 2022	SELL	$139.14 - $180.33 $67,622 - $87,640	-486 Reduced 0.73%	66,071 $11.7 Million
Q3 2021 Nov 03, 2021	BUY	$137.27 - $156.69 $491,014 - $560,480	3,577 Added 5.68%	66,557 $9.42 Million
Q2 2021 Aug 12, 2021	BUY	$122.77 - $136.96 $121,542 - $135,590	990 Added 1.6%	62,980 $8.63 Million
Q1 2021 May 13, 2021	BUY	$116.36 - $143.16 $235,861 - $290,185	2,027 Added 3.38%	61,990 $7.57 Million
Q4 2020 Feb 17, 2021	BUY	$108.77 - $136.69 $6.52 Million - $8.2 Million	59,963 New	59,963 $7.96 Million

Others Institutions Holding AAPL

# of Institutions

5,705

Shares Held

8.78B

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 $4.1T
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.

Account

Wealth Dimensions Group, Ltd. Apple Inc. Transaction History