A detailed history of Wealthcare Capital Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 11,089 shares of AAPL stock, worth $2.55 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
11,089
Previous 10,727 3.37%
Holding current value
$2.55 Million
Previous $2.26 Million 14.3%
% of portfolio
0.26%
Previous 0.24%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$207.23 - $234.82 $75,017 - $85,004
362 Added 3.37%
11,089 $2.58 Million
Q2 2024

Aug 09, 2024

BUY
$165.0 - $216.67 $158,730 - $208,436
962 Added 9.85%
10,727 $2.26 Million
Q1 2024

Apr 15, 2024

SELL
$169.0 - $195.18 $65,403 - $75,534
-387 Reduced 3.81%
9,765 $1.67 Million
Q4 2023

Feb 08, 2024

BUY
$166.89 - $198.11 $395,195 - $469,124
2,368 Added 30.42%
10,152 $1.95 Million
Q3 2023

Oct 12, 2023

SELL
$170.43 - $196.45 $408,350 - $470,694
-2,396 Reduced 23.54%
7,784 $1.33 Million
Q2 2023

Jul 18, 2023

BUY
$160.1 - $193.97 $25,295 - $30,647
158 Added 1.58%
10,180 $1.97 Million
Q1 2023

May 04, 2023

BUY
$125.02 - $164.9 $500 - $659
4 Added 0.04%
10,022 $1.65 Million
Q4 2022

Feb 14, 2023

BUY
$126.04 - $155.74 $1,638 - $2,024
13 Added 0.13%
10,018 $1.3 Million
Q3 2022

Nov 14, 2022

BUY
$138.2 - $174.55 $18,657 - $23,564
135 Added 1.37%
10,005 $1.38 Million
Q2 2022

Aug 12, 2022

SELL
$130.06 - $178.44 $409,689 - $562,086
-3,150 Reduced 24.19%
9,870 $1.35 Million
Q1 2022

Apr 12, 2022

BUY
$150.62 - $182.01 $525,814 - $635,396
3,491 Added 36.64%
13,020 $2.27 Million
Q4 2021

Feb 11, 2022

SELL
$139.14 - $180.33 $120,216 - $155,805
-864 Reduced 8.31%
9,529 $1.69 Million
Q3 2021

Nov 15, 2021

BUY
$137.27 - $156.69 $17,982 - $20,526
131 Added 1.28%
10,393 $1.47 Million
Q2 2021

Aug 16, 2021

SELL
$122.77 - $136.96 $25,413 - $28,350
-207 Reduced 1.98%
10,262 $1.41 Million
Q1 2021

Apr 30, 2021

BUY
$116.36 - $143.16 $86,339 - $106,224
742 Added 7.63%
10,469 $1.28 Million
Q4 2020

Feb 02, 2021

BUY
$108.77 - $136.69 $19,143 - $24,057
176 Added 1.84%
9,727 $1.29 Million
Q3 2020

Oct 28, 2020

BUY
$91.03 - $134.18 $662,789 - $976,964
7,281 Added 320.75%
9,551 $1.11 Million
Q2 2020

Jul 29, 2020

BUY
$60.23 - $91.63 $26,621 - $40,500
442 Added 24.18%
2,270 $828,000
Q1 2020

Apr 29, 2020

SELL
$56.09 - $81.8 $14,976 - $21,840
-267 Reduced 12.74%
1,828 $465,000
Q4 2019

Jan 29, 2020

BUY
$54.74 - $73.41 $19,049 - $25,546
348 Added 19.92%
2,095 $615,000
Q2 2019

Jul 30, 2019

BUY
$43.33 - $52.94 $3,033 - $3,705
70 Added 4.17%
1,747 $346,000
Q3 2018

Nov 14, 2018

BUY
$45.98 - $57.09 $9,609 - $11,931
209 Added 14.24%
1,677 $379,000
Q2 2018

Aug 14, 2018

SELL
$40.58 - $48.49 $5,194 - $6,206
-128 Reduced 8.02%
1,468 $272,000
Q1 2018

May 15, 2018

SELL
$38.79 - $45.43 $2,831 - $3,316
-73 Reduced 4.37%
1,596 $268,000
Q4 2017

Feb 14, 2018

SELL
$38.37 - $44.1 $3,798 - $4,365
-99 Reduced 5.6%
1,669 $282,000
Q3 2017

Nov 14, 2017

SELL
$37.18 - $41.01 $3,718 - $4,101
-100 Reduced 5.35%
1,768 $272,000
Q2 2017

Aug 22, 2017

SELL
N/A
-1,373 Reduced 42.36%
1,868 $269,000
Q1 2016

Sep 20, 2017

BUY
N/A
3,241
3,241 $353,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.69T
  • 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

Track Wealthcare Capital Management LLC Portfolio

Follow Wealthcare Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Capital Management LLC with notifications on news.