Wiser Wealth Management, Inc Apple Inc. Transaction History

Wiser Wealth Management, Inc

$322 Million
Q2 2024

A detailed history of Wiser Wealth Management, Inc transactions in Apple Inc. stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 8,687 shares of AAPL stock, worth $1.92 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

8,687

Previous 9,549 9.03%

Holding current value

$1.92 Million

Previous $1.64 Million 11.73%

% of portfolio

0.57%

Previous 0.54%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$165.0 - $216.67 $142,230 - $186,769	-862 Reduced 9.03%	8,687 $1.83 Million
Q1 2024 Apr 19, 2024	BUY	$169.0 - $195.18 $80,444 - $92,905	476 Added 5.25%	9,549 $1.64 Million
Q4 2023 Jan 05, 2024	BUY	$166.89 - $198.11 $651,037 - $772,827	3,901 Added 75.43%	9,073 $1.75 Million
Q3 2023 Oct 19, 2023	BUY	$170.43 - $196.45 $37,835 - $43,611	222 Added 4.48%	5,172 $885,000
Q1 2023 May 05, 2023	BUY	$125.02 - $164.9 $12,001 - $15,830	96 Added 1.98%	4,950 $816,000
Q4 2022 Feb 03, 2023	SELL	$126.04 - $155.74 $166,372 - $205,576	-1,320 Reduced 21.38%	4,854 $630,000
Q3 2022 Oct 11, 2022	SELL	$138.2 - $174.55 $227,338 - $287,134	-1,645 Reduced 21.04%	6,174 $853,000
Q2 2022 Jul 14, 2022	BUY	$130.06 - $178.44 $55,015 - $75,480	423 Added 5.72%	7,819 $1.07 Million
Q1 2022 May 11, 2022	BUY	$150.62 - $182.01 $240,992 - $291,216	1,600 Added 27.61%	7,396 $1.29 Million
Q4 2021 Jan 27, 2022	BUY	$139.14 - $180.33 $113,816 - $147,509	818 Added 16.43%	5,796 $1.03 Million
Q3 2021 Oct 13, 2021	BUY	$137.27 - $156.69 $181,196 - $206,830	1,320 Added 36.09%	4,978 $704,000
Q2 2021 Aug 04, 2021	BUY	$122.77 - $136.96 $34,375 - $38,348	280 Added 8.29%	3,658 $501,000
Q1 2021 Apr 14, 2021	SELL	$116.36 - $143.16 $26,413 - $32,497	-227 Reduced 6.3%	3,378 $413,000
Q4 2020 Feb 09, 2021	BUY	$108.77 - $136.69 $392,115 - $492,767	3,605 New	3,605 $478,000

Others Institutions Holding AAPL

# of Institutions

5,672

Shares Held

8.98B

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 $3.55T
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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Wiser Wealth Management, Inc Apple Inc. Transaction History