West Financial Advisors, LLC Apple Inc. Transaction History

West Financial Advisors, LLC

$482 Million
Q2 2024

A detailed history of West Financial Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, West Financial Advisors, LLC holds 13,212 shares of AAPL stock, worth $3.01 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

13,212

Previous 12,611 4.77%

Holding current value

$3.01 Million

Previous $2.16 Million 28.68%

% of portfolio

0.58%

Previous 0.46%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$165.0 - $216.67 $99,165 - $130,218	601 Added 4.77%	13,212 $2.78 Million
Q4 2023 Jan 11, 2024	SELL	$166.89 - $198.11 $13,518 - $16,046	-81 Reduced 0.64%	12,611 $2.43 Million
Q3 2023 Oct 10, 2023	BUY	$170.43 - $196.45 $6,135 - $7,072	36 Added 0.28%	12,692 $2.17 Million
Q2 2023 Jul 07, 2023	SELL	$160.1 - $193.97 $162,821 - $197,267	-1,017 Reduced 7.44%	12,656 $2.45 Million
Q1 2023 Apr 18, 2023	BUY	$125.02 - $164.9 $65,385 - $86,242	523 Added 3.98%	13,673 $2.25 Million
Q4 2022 Jan 10, 2023	SELL	$126.04 - $155.74 $268,591 - $331,881	-2,131 Reduced 13.95%	13,150 $0
Q3 2022 Oct 11, 2022	BUY	$138.2 - $174.55 $276 - $349	2 Added 0.01%	15,281 $2.11 Million
Q2 2022 Jul 14, 2022	SELL	$130.06 - $178.44 $10,014 - $13,739	-77 Reduced 0.5%	15,279 $2.09 Million
Q1 2022 Apr 18, 2022	BUY	$150.62 - $182.01 $6,928 - $8,372	46 Added 0.3%	15,356 $2.68 Million
Q4 2021 Jan 19, 2022	SELL	$139.14 - $180.33 $5,843 - $7,573	-42 Reduced 0.27%	15,310 $2.72 Million
Q3 2021 Oct 13, 2021	BUY	$137.27 - $156.69 $137 - $156	1 Added 0.01%	15,352 $2.17 Million
Q2 2021 Jul 27, 2021	BUY	$122.77 - $136.96 $122 - $136	1 Added 0.01%	15,351 $2.1 Million
Q1 2021 Apr 20, 2021	SELL	$116.36 - $143.16 $4,654 - $5,726	-40 Reduced 0.26%	15,350 $1.88 Million
Q4 2020 Feb 22, 2021	BUY	$108.77 - $136.69 $1.26 Million - $1.58 Million	11,539 Added 299.64%	15,390 $2.04 Million
Q4 2020 Feb 02, 2021	BUY	$108.77 - $136.69 $418,873 - $526,393	3,851 New	3,851 $1.41 Billion

Others Institutions Holding AAPL

# of Institutions

5,679

Shares Held

8.99B

Call Options Held

190M

Put Options Held

167M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.66T
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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West Financial Advisors, LLC Apple Inc. Transaction History