Wealthspan Partners, LLC Apple Inc. Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Wealthspan Partners, LLC holds 20,719 shares of AAPL stock, worth $4.73 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
20,719
Previous 20,762 0.21%
Holding current value
$4.73 Million
Previous $4.37 Million 10.36%
% of portfolio
2.44%
Previous 2.45%

Shares

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

Nov 04, 2024
SELL
$207.23 - $234.82 $8,910 - $10,097
-43 Reduced 0.21%
20,719 $4.83 Million
Q2 2024

Jul 19, 2024
SELL
$165.0 - $216.67 $21,450 - $28,167
-130 Reduced 0.62%
20,762 $4.37 Million
Q1 2024

Apr 29, 2024
SELL
$169.0 - $195.18 $495,339 - $572,072
-2,931 Reduced 12.3%
20,892 $3.58 Million
Q4 2023

Jan 29, 2024
SELL
$166.89 - $198.11 $8,177 - $9,707
-49 Reduced 0.21%
23,823 $4.59 Million
Q3 2023

Nov 01, 2023
BUY
$170.43 - $196.45 $73,625 - $84,866
432 Added 1.84%
23,872 $4.09 Million
Q2 2023

Aug 08, 2023
BUY
$160.1 - $193.97 $620,867 - $752,215
3,878 Added 19.82%
23,440 $4.55 Million
Q1 2023

Apr 21, 2023
SELL
$125.02 - $164.9 $12,752 - $16,819
-102 Reduced 0.52%
19,562 $3.23 Million
Q4 2022

Feb 13, 2023
SELL
$126.04 - $155.74 $1,386 - $1,713
-11 Reduced 0.06%
19,664 $2.55 Million
Q3 2022

Nov 14, 2022
BUY
$138.2 - $174.55 $2,073 - $2,618
15 Added 0.08%
19,675 $2.72 Million
Q2 2022

Aug 11, 2022
SELL
$130.06 - $178.44 $14,566 - $19,985
-112 Reduced 0.57%
19,660 $2.69 Million
Q1 2022

May 12, 2022
BUY
$150.62 - $182.01 $8,735 - $10,556
58 Added 0.29%
19,772 $3.45 Million
Q4 2021

Feb 15, 2022
BUY
$139.14 - $180.33 $2.74 Million - $3.56 Million
19,714 New
19,714 $3.5 Million

Others Institutions Holding AAPL

# of Institutions
5,695
Shares Held
8.8B
Call Options Held
219M
Put Options Held
196M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.67T
  • 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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