Wealth Plan Partners, LLC Apple Inc. Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 319,004 shares of AAPL stock, worth $70.3 Million. This represents 5.66% of its overall portfolio holdings.

Number of Shares

319,004

Previous 336,697 5.25%

Holding current value

$70.3 Million

Previous $64.8 Billion 15.61%

% of portfolio

5.66%

Previous 6.66%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$169.0 - $195.18 $2.99 Million - $3.45 Million	-17,693 Reduced 5.25%	319,004 $54.7 Billion
Q4 2023 Jan 05, 2024	BUY	$166.89 - $198.11 $149,366 - $177,308	895 Added 0.27%	336,697 $64.8 Billion
Q3 2023 Nov 01, 2023	BUY	$170.43 - $196.45 $10.8 Million - $12.5 Million	63,659 Added 23.39%	335,802 $57.5 Billion
Q2 2023 Jul 31, 2023	SELL	$160.1 - $193.97 $11.1 Million - $13.5 Million	-69,571 Reduced 20.36%	272,143 $52.8 Billion
Q1 2023 May 10, 2023	SELL	$125.02 - $164.9 $35.1 Million - $46.3 Million	-280,841 Reduced 45.11%	341,714 $56.3 Billion

Q4 2022 Feb 16, 2023	BUY	$126.04 - $155.74 $2.42 Million - $3 Million	19,234 Added 3.19%	622,555 $95.4 Billion
Q1 2022 May 03, 2022	SELL	$150.62 - $182.01 $951,767 - $1.15 Million	-6,319 Reduced 1.04%	603,321 $95.1 Million
Q4 2021 Feb 01, 2022	BUY	$139.14 - $180.33 $156,949 - $203,412	1,128 Added 0.19%	609,640 $107 Million
Q3 2021 Dec 09, 2021	BUY	$137.27 - $156.69 $651,620 - $743,807	4,747 Added 0.79%	608,512 $86.1 Million
Q2 2021 Aug 19, 2021	BUY	$122.77 - $136.96 $1.05 Million - $1.17 Million	8,543 Added 1.44%	603,765 $88.1 Million
Q1 2021 May 11, 2021	SELL	$116.36 - $143.16 $525,947 - $647,083	-4,520 Reduced 0.75%	595,222 $76.1 Million
Q4 2020 Feb 09, 2021	BUY	$108.77 - $136.69 $1.75 Million - $2.2 Million	16,068 Added 2.75%	599,742 $82.4 Million
Q3 2020 Dec 18, 2020	BUY	$91.03 - $134.18 $39.3 Million - $58 Million	432,142 Added 285.18%	583,674 $69.6 Million
Q2 2020 Aug 19, 2020	SELL	$60.23 - $91.63 $9,998 - $15,210	-166 Reduced 0.11%	151,532 $69.7 Million
Q1 2020 May 15, 2020	BUY	$56.09 - $81.8 $358,022 - $522,129	6,383 Added 4.39%	151,698 $47 Million
Q4 2019 Feb 14, 2020	SELL	$54.74 - $73.41 $450,893 - $604,678	-8,237 Reduced 5.36%	145,315 $47.5 Million
Q3 2019 Nov 15, 2019	BUY	$48.33 - $55.99 $193,078 - $223,680	3,995 Added 2.67%	153,552 $40.6 Million
Q2 2019 Aug 19, 2019	SELL	$43.33 - $52.94 $215,956 - $263,852	-4,984 Reduced 3.23%	149,557 $31.3 Million
Q1 2019 May 16, 2019	BUY	$35.55 - $48.77 $55,884 - $76,666	1,572 Added 1.03%	154,541 $29.5 Million
Q4 2018 Feb 20, 2019	BUY	$36.71 - $58.02 $249,114 - $393,723	6,786 Added 4.64%	152,969 $26.1 Million
Q3 2018 Nov 21, 2018	BUY	$45.98 - $57.09 $98,029 - $121,715	2,132 Added 1.48%	146,183 $25.9 Million
Q2 2018 Aug 16, 2018	BUY	$40.58 - $48.49 $118,615 - $141,736	2,923 Added 2.07%	144,051 $26.7 Million
Q1 2018 May 16, 2018	BUY	$38.79 - $45.43 $5.47 Million - $6.41 Million	141,128 New	141,128 $23.7 Million

Others Institutions Holding AAPL

# of Institutions

5,487

Shares Held

8.82B

Call Options Held

157M

Put Options Held

155M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.54T
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 Partners, LLC Apple Inc. Transaction History