Wealthquest Corp Apple Inc. Transaction History

Wealthquest Corp

$1.04 Billion
Q2 2025

A detailed history of Wealthquest Corp transactions in Apple Inc. stock. As of the latest transaction made, Wealthquest Corp holds 47,635 shares of AAPL stock, worth $11.8 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

47,635

Previous 47,437 0.42%

Holding current value

$11.8 Million

Previous $10.5 Million 7.25%

% of portfolio

0.94%

Previous 1.12%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$172.42 - $223.89 $34,139 - $44,330	198 Added 0.42%	47,635 $9.77 Million
Q1 2025 May 08, 2025	BUY	$209.68 - $247.1 $9.95 Million - $11.7 Million	47,437 New	47,437 $10.5 Million
Q4 2024 Jan 16, 2025	SELL	$221.69 - $259.02 $115,500 - $134,949	-521 Reduced 1.05%	49,211 $12.3 Million
Q3 2024 Nov 21, 2024	BUY	$207.23 - $234.82 $94,704 - $107,312	457 Added 0.93%	49,732 $11.6 Million
Q2 2024 Aug 26, 2024	SELL	$165.0 - $216.67 $3,135 - $4,116	-19 Reduced 0.04%	49,275 $10.4 Million
Q1 2024 May 09, 2024	SELL	$169.0 - $195.18 $297,440 - $343,516	-1,760 Reduced 3.45%	49,294 $8.45 Million
Q4 2023 Feb 15, 2024	BUY	$166.89 - $198.11 $148,031 - $175,723	887 Added 1.77%	51,054 $9.83 Million
Q3 2023 Nov 15, 2023	BUY	$170.43 - $196.45 $322,283 - $371,486	1,891 Added 3.92%	50,167 $8.59 Million
Q2 2023 Aug 14, 2023	BUY	$160.1 - $193.97 $320 - $387	2 Added 0.0%	48,276 $9.36 Million
Q1 2023 May 04, 2023	SELL	$125.02 - $164.9 $129,770 - $171,166	-1,038 Reduced 2.1%	48,274 $7.96 Million
Q4 2022 Feb 10, 2023	SELL	$126.04 - $155.74 $4,915 - $6,073	-39 Reduced 0.08%	49,312 $6.41 Million
Q3 2022 Nov 08, 2022	BUY	$138.2 - $174.55 $71,725 - $90,591	519 Added 1.06%	49,351 $6.82 Million
Q2 2022 Aug 12, 2022	BUY	$130.06 - $178.44 $5,202 - $7,137	40 Added 0.08%	48,832 $6.68 Million
Q4 2021 Feb 14, 2022	BUY	$139.14 - $180.33 $53,708 - $69,607	386 Added 0.8%	48,792 $8.66 Million
Q3 2021 Nov 15, 2021	SELL	$137.27 - $156.69 $71,654 - $81,792	-522 Reduced 1.07%	48,406 $6.85 Million
Q2 2021 Aug 10, 2021	BUY	$122.77 - $136.96 $211,655 - $236,119	1,724 Added 3.65%	48,928 $6.7 Million
Q1 2021 May 13, 2021	BUY	$116.36 - $143.16 $31,999 - $39,369	275 Added 0.59%	47,204 $5.77 Million
Q4 2020 Feb 09, 2021	SELL	$108.77 - $136.69 $113,555 - $142,704	-1,044 Reduced 2.18%	46,929 $6.23 Million
Q3 2020 Nov 12, 2020	BUY	$91.03 - $134.18 $3.21 Million - $4.73 Million	35,217 Added 276.08%	47,973 $5.56 Million
Q2 2020 Aug 11, 2020	SELL	$60.23 - $91.63 $58,543 - $89,064	-972 Reduced 7.08%	12,756 $4.65 Million
Q4 2019 Feb 18, 2020	SELL	$54.74 - $73.41 $169,310 - $227,057	-3,093 Reduced 18.39%	13,728 $4.03 Million
Q3 2019 Oct 18, 2019	SELL	$48.33 - $55.99 $36,634 - $42,440	-758 Reduced 4.31%	16,821 $3.77 Million
Q2 2019 Jul 22, 2019	BUY	$43.33 - $52.94 $156,247 - $190,901	3,606 Added 25.81%	17,579 $3.48 Million
Q1 2019 Apr 18, 2019	BUY	$35.55 - $48.77 $9,562 - $13,119	269 Added 1.96%	13,973 $2.65 Million
Q4 2018 Jan 23, 2019	BUY	$36.71 - $58.02 $503,073 - $795,106	13,704 New	13,704 $2.16 Million

Others Institutions Holding AAPL

# of Institutions

6,493

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 $3.98T
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 Wealthquest Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wealthquest Corp with notifications on news.

Account

Wealthquest Corp Apple Inc. Transaction History