Whelan Financial Apple Inc. Transaction History

Whelan Financial

$219 Million
Q1 2024

A detailed history of Whelan Financial transactions in Apple Inc. stock. As of the latest transaction made, Whelan Financial holds 20,935 shares of AAPL stock, worth $4.61 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

20,935

Previous 19,244 8.79%

Holding current value

$4.61 Million

Previous $3.71 Million 3.13%

% of portfolio

1.64%

Previous 1.73%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$169.0 - $195.18 $285,779 - $330,049	1,691 Added 8.79%	20,935 $3.59 Million
Q4 2023 Jan 18, 2024	BUY	$166.89 - $198.11 $1,001 - $1,188	6 Added 0.03%	19,244 $3.71 Million
Q3 2023 Oct 20, 2023	BUY	$170.43 - $196.45 $154,920 - $178,573	909 Added 4.96%	19,238 $3.29 Million
Q2 2023 Jul 18, 2023	BUY	$160.1 - $193.97 $2,401 - $2,909	15 Added 0.08%	18,329 $3.56 Million
Q1 2023 May 22, 2023	SELL	$125.02 - $164.9 $23,878 - $31,495	-191 Reduced 1.03%	18,314 $3.02 Million

Q4 2022 Jan 17, 2023	BUY	$126.04 - $155.74 $1.24 Million - $1.53 Million	9,827 Added 113.24%	18,505 $0
Q3 2022 Oct 18, 2022	SELL	$138.2 - $174.55 $22,802 - $28,800	-165 Reduced 1.87%	8,678 $1.2 Million
Q2 2022 Jul 18, 2022	BUY	$130.06 - $178.44 $860,607 - $1.18 Million	6,617 Added 297.26%	8,843 $1.21 Million
Q1 2022 Apr 19, 2022	BUY	$150.62 - $182.01 $158,904 - $192,020	1,055 Added 90.09%	2,226 $389,000
Q4 2021 Jan 19, 2022	BUY	$139.14 - $180.33 $162,932 - $211,166	1,171 New	1,171 $208,000

Others Institutions Holding AAPL

# of Institutions

5,487

Shares Held

8.82B

Call Options Held

157M

Put Options Held

155M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.54T
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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Whelan Financial Apple Inc. Transaction History