Wealthspire Advisors, LLC Apple Inc. Transaction History

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 601,515 shares of AAPL stock, worth $122 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
601,515
Previous 462,148 30.16%
Holding current value
$122 Million
Previous $116 Million 15.45%
% of portfolio
0.81%
Previous 1.17%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$209.68 - $247.1 $29.2 Million - $34.4 Million
139,367 Added 30.16%
601,515 $134 Million
Q4 2024

Feb 03, 2025
BUY
$221.69 - $259.02 $5.5 Million - $6.43 Million
24,823 Added 5.68%
462,148 $116 Million
Q3 2024

Nov 13, 2024
BUY
$207.23 - $234.82 $9.35 Million - $10.6 Million
45,130 Added 11.51%
437,325 $102 Million
Q2 2024

Aug 08, 2024
BUY
$165.0 - $216.67 $3.22 Million - $4.23 Million
19,542 Added 5.24%
392,195 $82.6 Million
Q1 2024

May 06, 2024
BUY
$169.0 - $195.18 $568,516 - $656,585
3,364 Added 0.91%
372,653 $63.9 Million
Q4 2023

Feb 06, 2024
BUY
$166.89 - $198.11 $4.21 Million - $5 Million
25,252 Added 7.34%
369,289 $71.1 Million
Q3 2023

Nov 06, 2023
BUY
$170.43 - $196.45 $6.71 Million - $7.74 Million
39,385 Added 12.93%
344,037 $58.9 Million
Q2 2023

Jul 31, 2023
BUY
$160.1 - $193.97 $1.03 Million - $1.24 Million
6,410 Added 2.15%
304,652 $59.1 Million
Q1 2023

May 09, 2023
SELL
$125.02 - $164.9 $3.1 Million - $4.09 Million
-24,806 Reduced 7.68%
298,242 $49.2 Million
Q4 2022

Feb 13, 2023
BUY
$126.04 - $155.74 $3.35 Million - $4.14 Million
26,593 Added 8.97%
323,048 $42 Million
Q3 2022

Nov 14, 2022
SELL
$138.2 - $174.55 $466,286 - $588,931
-3,374 Reduced 1.13%
296,455 $41 Million
Q2 2022

Aug 09, 2022
BUY
$130.06 - $178.44 $11.7 Million - $16 Million
89,865 Added 42.8%
299,829 $41 Million
Q1 2022

May 09, 2022
SELL
$150.62 - $182.01 $8.8 Million - $10.6 Million
-58,421 Reduced 21.77%
209,964 $36.7 Million
Q4 2021

Feb 14, 2022
SELL
$139.14 - $180.33 $8.58 Million - $11.1 Million
-61,643 Reduced 18.68%
268,385 $47.7 Million
Q3 2021

Nov 15, 2021
BUY
$137.27 - $156.69 $22.5 Million - $25.7 Million
164,199 Added 99.02%
330,028 $46.7 Million
Q2 2021

Aug 13, 2021
SELL
$122.77 - $136.96 $32.5 Million - $36.2 Million
-264,504 Reduced 61.46%
165,829 $22.7 Million
Q1 2021

May 17, 2021
BUY
$116.36 - $143.16 $14.8 Million - $18.2 Million
127,453 Added 42.08%
430,333 $52.6 Million
Q4 2020

Feb 16, 2021
BUY
$108.77 - $136.69 $18.7 Million - $23.4 Million
171,501 Added 130.54%
302,880 $40.2 Million
Q3 2020

Nov 16, 2020
BUY
$91.03 - $134.18 $9.21 Million - $13.6 Million
101,156 Added 334.7%
131,379 $15.2 Million
Q2 2020

Aug 14, 2020
SELL
$60.23 - $91.63 $5.07 Million - $7.71 Million
-84,104 Reduced 73.56%
30,223 $11 Million
Q1 2020

May 12, 2020
BUY
$56.09 - $81.8 $5.41 Million - $7.89 Million
96,480 Added 540.6%
114,327 $29.1 Million
Q4 2019

Feb 14, 2020
BUY
$54.74 - $73.41 $172,102 - $230,801
3,144 Added 21.38%
17,847 $5.24 Million
Q3 2019

Nov 12, 2019
BUY
$48.33 - $55.99 $522,930 - $605,811
10,820 Added 278.65%
14,703 $3.29 Million
Q2 2019

Aug 13, 2019
BUY
$43.33 - $52.94 $168,250 - $205,566
3,883 New
3,883 $769,000
Q1 2019

May 08, 2019
SELL
$35.55 - $48.77 $216,712 - $297,301
-6,096 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$36.71 - $58.02 $223,784 - $353,689
6,096 New
6,096 $962,000

Others Institutions Holding AAPL

# of Institutions
6,365
Shares Held
8.96B
Call Options Held
177M
Put Options Held
167M
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 $3.26T
  • 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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