Wealth Plan Investment Management, LLC Apple Inc. Transaction History

Wealth Plan Investment Management, LLC

$1.27 Billion
Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 391,440 shares of AAPL stock, worth $103 Million. This represents 6.32% of its overall portfolio holdings.

Number of Shares

391,440

Previous 359,120 9.0%

Holding current value

$103 Million

Previous $79.8 Million 0.68%

% of portfolio

6.32%

Previous 8.45%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$172.42 - $223.89 $5.57 Million - $7.24 Million	32,320 Added 9.0%	391,440 $80.3 Million
Q1 2025 May 09, 2025	SELL	$209.68 - $247.1 $588,152 - $693,115	-2,805 Reduced 0.78%	359,120 $79.8 Million
Q4 2024 Jan 30, 2025	BUY	$221.69 - $259.02 $1.12 Million - $1.31 Million	5,039 Added 1.41%	361,925 $90.6 Million
Q3 2024 Nov 05, 2024	BUY	$207.23 - $234.82 $18.2 Million - $20.6 Million	87,839 Added 32.65%	356,886 $83.1 Million
Q2 2024 Aug 09, 2024	SELL	$165.0 - $216.67 $722,040 - $948,147	-4,376 Reduced 1.6%	269,047 $56.7 Million
Q1 2024 May 16, 2024	SELL	$169.0 - $195.18 $382,447 - $441,692	-2,263 Reduced 0.82%	273,423 $46.9 Million
Q4 2023 Jan 05, 2024	SELL	$166.89 - $198.11 $9,679 - $11,490	-58 Reduced 0.02%	275,686 $53.1 Million
Q3 2023 Nov 15, 2023	SELL	$170.43 - $196.45 $10.2 Million - $11.8 Million	-60,058 Reduced 17.88%	275,744 $47.2 Million
Q3 2023 Nov 09, 2023	BUY	$170.43 - $196.45 $30 Million - $34.6 Million	176,151 Added 110.34%	335,802 $57.5 Million
Q2 2023 Aug 14, 2023	BUY	$160.1 - $193.97 $24.5 Million - $29.7 Million	153,096 Added 2335.56%	159,651 $31 Million
Q2 2023 Jul 25, 2023	SELL	$160.1 - $193.97 $44.6 Million - $54 Million	-278,517 Reduced 97.7%	6,555 $1.27 Million
Q1 2023 May 08, 2023	SELL	$125.02 - $164.9 $42.1 Million - $55.6 Million	-336,877 Reduced 54.16%	285,072 $47 Million
Q4 2022 Feb 15, 2023	BUY	$126.04 - $155.74 $36,677 - $45,320	291 Added 0.05%	621,949 $80.8 Million
Q3 2022 Dec 12, 2022	BUY	$138.2 - $174.55 $2.53 Million - $3.2 Million	18,337 Added 3.04%	621,658 $87.6 Million
Q1 2022 Sep 07, 2022	BUY	$150.62 - $182.01 $90.9 Million - $110 Million	603,321 New	603,321 $95.1 Million

Others Institutions Holding AAPL

# of Institutions

6,496

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 $4.22T
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 Plan Investment Management, LLC Apple Inc. Transaction History