Wealth Management Partners, LLC Apple Inc. Transaction History

Wealth Management Partners, LLC

$213 Million
Q3 2024

A detailed history of Wealth Management Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Wealth Management Partners, LLC holds 54,462 shares of AAPL stock, worth $12.8 Million. This represents 5.96% of its overall portfolio holdings.

Number of Shares

54,462

Previous 56,128 2.97%

Holding current value

$12.8 Million

Previous $11.8 Million 7.3%

% of portfolio

5.96%

Previous 5.83%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$207.23 - $234.82 $345,245 - $391,210	-1,666 Reduced 2.97%	54,462 $12.7 Million
Q2 2024 Jul 12, 2024	SELL	$165.0 - $216.67 $53,295 - $69,984	-323 Reduced 0.57%	56,128 $11.8 Million
Q1 2024 Apr 12, 2024	SELL	$169.0 - $195.18 $340,366 - $393,092	-2,014 Reduced 3.44%	56,451 $9.68 Million
Q4 2023 Jan 10, 2024	SELL	$166.89 - $198.11 $177,404 - $210,590	-1,063 Reduced 1.79%	58,465 $11.3 Million
Q3 2023 Oct 24, 2023	SELL	$170.43 - $196.45 $203,152 - $234,168	-1,192 Reduced 1.96%	59,528 $10.2 Million
Q2 2023 Jul 24, 2023	BUY	$160.1 - $193.97 $333,808 - $404,427	2,085 Added 3.56%	60,720 $11.8 Million
Q1 2023 Apr 14, 2023	BUY	$125.02 - $164.9 $79,387 - $104,711	635 Added 1.09%	58,635 $9.67 Million
Q4 2022 Jan 20, 2023	SELL	$126.04 - $155.74 $252,080 - $311,480	-2,000 Reduced 3.33%	58,000 $0
Q2 2022 Jul 15, 2022	SELL	$130.06 - $178.44 $130,060 - $178,440	-1,000 Reduced 1.64%	60,000 $8.18 Million
Q4 2021 Jan 19, 2022	SELL	$139.14 - $180.33 $85,014 - $110,181	-611 Reduced 0.99%	61,000 $10.8 Million
Q3 2021 Oct 29, 2021	SELL	$137.27 - $156.69 $158,546 - $180,976	-1,155 Reduced 1.84%	61,611 $8.72 Million
Q2 2021 Jul 14, 2021	BUY	$122.77 - $136.96 $61,630 - $68,753	502 Added 0.81%	62,766 $8.6 Million
Q1 2021 Apr 15, 2021	BUY	$116.36 - $143.16 $128,577 - $158,191	1,105 Added 1.81%	62,264 $7.96 Million
Q4 2020 Feb 04, 2021	BUY	$108.77 - $136.69 $6.65 Million - $8.36 Million	61,159 New	61,159 $8.76 Million

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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Wealth Management Partners, LLC Apple Inc. Transaction History