West Hill Financial Advisors, Inc. Apple Inc. Transaction History

West Hill Financial Advisors, Inc.

$445 Million
Q3 2024

A detailed history of West Hill Financial Advisors, Inc. transactions in Apple Inc. stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 47,164 shares of AAPL stock, worth $10.6 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares

47,164

Previous 39,413 19.67%

Holding current value

$10.6 Million

Previous $8.3 Million 32.32%

% of portfolio

2.47%

Previous 2.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$207.23 - $234.82 $1.61 Million - $1.82 Million	7,751 Added 19.67%	47,164 $11 Million
Q2 2024 Jul 19, 2024	SELL	$165.0 - $216.67 $371,415 - $487,724	-2,251 Reduced 5.4%	39,413 $8.3 Million
Q1 2024 Apr 24, 2024	SELL	$169.0 - $195.18 $276,315 - $319,119	-1,635 Reduced 3.78%	41,664 $7.14 Million
Q4 2023 Jan 31, 2024	SELL	$166.89 - $198.11 $8,678 - $10,301	-52 Reduced 0.12%	43,299 $8.34 Million
Q3 2023 Nov 13, 2023	BUY	$170.43 - $196.45 $493,565 - $568,919	2,896 Added 7.16%	43,351 $7.42 Million
Q2 2023 Aug 10, 2023	SELL	$160.1 - $193.97 $236,307 - $286,299	-1,476 Reduced 3.52%	40,455 $7.85 Million
Q1 2023 May 11, 2023	SELL	$125.02 - $164.9 $662,230 - $873,475	-5,297 Reduced 11.22%	41,931 $6.91 Million
Q4 2022 Feb 14, 2023	BUY	$126.04 - $155.74 $1.3 Million - $1.61 Million	10,314 Added 27.94%	47,228 $6.14 Million
Q3 2022 Nov 14, 2022	BUY	$138.2 - $174.55 $195,967 - $247,511	1,418 Added 3.99%	36,914 $5.1 Million
Q2 2022 Jul 29, 2022	SELL	$130.06 - $178.44 $38,237 - $52,461	-294 Reduced 0.82%	35,496 $4.85 Million
Q1 2022 Apr 27, 2022	BUY	$150.62 - $182.01 $160,862 - $194,386	1,068 Added 3.08%	35,790 $6.25 Million
Q4 2021 Feb 14, 2022	SELL	$139.14 - $180.33 $1,391 - $1,803	-10 Reduced 0.03%	34,722 $6.17 Million
Q3 2021 Oct 13, 2021	BUY	$137.27 - $156.69 $435,145 - $496,707	3,170 Added 10.04%	34,732 $4.92 Million
Q1 2021 Oct 13, 2021	BUY	$116.36 - $143.16 $5,236 - $6,442	45 Added 0.14%	31,562 $3.86 Million
Q4 2020 Feb 17, 2021	BUY	$108.77 - $136.69 $3.43 Million - $4.31 Million	31,517 New	31,517 $4.18 Million

Others Institutions Holding AAPL

# of Institutions

5,694

Shares Held

8.8B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.62T
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 West Hill Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Hill Financial Advisors, Inc. with notifications on news.

Account

West Hill Financial Advisors, Inc. Apple Inc. Transaction History