A detailed history of Wharton Business Group, LLC transactions in Apple Inc. stock. As of the latest transaction made, Wharton Business Group, LLC holds 449,308 shares of AAPL stock, worth $94.6 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares
449,308
Previous 452,629 0.73%
Holding current value
$94.6 Million
Previous $87.1 Million 11.59%
% of portfolio
3.71%
Previous 4.38%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$169.0 - $195.18 $561,249 - $648,192
-3,321 Reduced 0.73%
449,308 $77 Million
Q4 2023

Feb 07, 2024

SELL
$166.89 - $198.11 $1.39 Million - $1.65 Million
-8,314 Reduced 1.8%
452,629 $87.1 Million
Q3 2023

Nov 06, 2023

SELL
$170.43 - $196.45 $134,639 - $155,195
-790 Reduced 0.17%
460,943 $78.9 Million
Q2 2023

Aug 07, 2023

SELL
$160.1 - $193.97 $2.11 Million - $2.55 Million
-13,172 Reduced 2.77%
461,733 $89.6 Million
Q1 2023

May 04, 2023

BUY
$125.02 - $164.9 $7,626 - $10,058
61 Added 0.01%
474,905 $78.3 Million
Q4 2022

Feb 13, 2023

SELL
$126.04 - $155.74 $95,790 - $118,362
-760 Reduced 0.16%
474,844 $61.7 Million
Q3 2022

Oct 31, 2022

BUY
$138.2 - $174.55 $34,550 - $43,637
250 Added 0.05%
475,604 $65.7 Million
Q2 2022

Aug 09, 2022

BUY
$130.06 - $178.44 $1.19 Million - $1.64 Million
9,180 Added 1.97%
475,354 $65 Million
Q1 2022

May 18, 2022

SELL
$150.62 - $182.01 $128,027 - $154,708
-850 Reduced 0.18%
466,174 $81.4 Million
Q4 2021

Feb 10, 2022

BUY
$139.14 - $180.33 $65 Million - $84.2 Million
467,024 New
467,024 $82.9 Million
Q3 2021

Nov 09, 2021

SELL
$137.27 - $156.69 $79.3 Million - $90.5 Million
-577,841 Closed
0 $0
Q2 2021

Aug 11, 2021

SELL
$122.77 - $136.96 $226,265 - $252,417
-1,843 Reduced 0.32%
577,841 $79.1 Million
Q1 2021

May 10, 2021

SELL
$116.36 - $143.16 $350,010 - $430,625
-3,008 Reduced 0.52%
579,684 $70.8 Million
Q4 2020

Feb 11, 2021

SELL
$108.77 - $136.69 $1.33 Million - $1.67 Million
-12,241 Reduced 2.06%
582,692 $77.3 Million
Q3 2020

Nov 06, 2020

BUY
$91.03 - $134.18 $42.8 Million - $63.1 Million
470,618 Added 378.57%
594,933 $68.9 Million
Q2 2020

Aug 11, 2020

SELL
$60.23 - $91.63 $161,657 - $245,934
-2,684 Reduced 2.11%
124,315 $45.4 Million
Q1 2020

Apr 27, 2020

SELL
$56.09 - $81.8 $115,377 - $168,262
-2,057 Reduced 1.59%
126,999 $32.3 Million
Q4 2019

Feb 04, 2020

SELL
$54.74 - $73.41 $316,506 - $424,456
-5,782 Reduced 4.29%
129,056 $37.9 Million
Q3 2019

Oct 30, 2019

SELL
$48.33 - $55.99 $46,638 - $54,030
-965 Reduced 0.71%
134,838 $30.2 Million
Q2 2019

Aug 08, 2019

SELL
$43.33 - $52.94 $1.22 Million - $1.49 Million
-28,153 Reduced 17.17%
135,803 $26.9 Million
Q1 2019

May 01, 2019

BUY
$35.55 - $48.77 $416,397 - $571,243
11,713 Added 7.69%
163,956 $31.1 Million
Q4 2018

Feb 08, 2019

SELL
$36.71 - $58.02 $11,820 - $18,682
-322 Reduced 0.21%
152,243 $24 Million
Q3 2018

Nov 06, 2018

SELL
$45.98 - $57.09 $195,369 - $242,575
-4,249 Reduced 2.71%
152,565 $34.4 Million
Q2 2018

Aug 09, 2018

SELL
$40.58 - $48.49 $68,701 - $82,093
-1,693 Reduced 1.07%
156,814 $29 Million
Q1 2018

May 03, 2018

BUY
$38.79 - $45.43 $101,241 - $118,572
2,610 Added 1.67%
158,507 $26.6 Million
Q4 2017

Feb 12, 2018

SELL
$38.37 - $44.1 $91,972 - $105,707
-2,397 Reduced 1.51%
155,897 $26.2 Million
Q3 2017

Nov 02, 2017

BUY
$37.18 - $41.01 $5.89 Million - $6.49 Million
158,294
158,294 $24.4 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.38T
  • 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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