A detailed history of Wj Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Wj Wealth Management, LLC holds 19,106 shares of AAPL stock, worth $4.93 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
19,106
Previous 16,080 18.82%
Holding current value
$4.93 Million
Previous $3.39 Million 31.39%
% of portfolio
1.66%
Previous 1.26%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$207.23 - $234.82 $627,077 - $710,565
3,026 Added 18.82%
19,106 $4.45 Million
Q2 2024

Aug 09, 2024

BUY
$165.0 - $216.67 $264,000 - $346,672
1,600 Added 11.05%
16,080 $3.39 Million
Q1 2024

Apr 17, 2024

BUY
$169.0 - $195.18 $90,584 - $104,616
536 Added 3.84%
14,480 $2.48 Million
Q4 2023

Jan 12, 2024

SELL
$166.89 - $198.11 $14,018 - $16,641
-84 Reduced 0.6%
13,944 $2.68 Million
Q3 2023

Oct 10, 2023

BUY
$170.43 - $196.45 $46,016 - $53,041
270 Added 1.96%
14,028 $2.4 Million
Q2 2023

Jul 11, 2023

BUY
$160.1 - $193.97 $1.15 Million - $1.4 Million
7,198 Added 109.73%
13,758 $2.67 Million
Q1 2023

Apr 12, 2023

SELL
$125.02 - $164.9 $820,131 - $1.08 Million
-6,560 Reduced 50.0%
6,560 $1.08 Million
Q4 2022

Feb 15, 2023

SELL
$126.04 - $155.74 $153,768 - $190,002
-1,220 Reduced 8.51%
13,120 $1.7 Million
Q3 2022

Oct 18, 2022

SELL
$138.2 - $174.55 $106,413 - $134,403
-770 Reduced 5.1%
14,340 $1.98 Million
Q2 2022

Aug 05, 2022

BUY
$130.06 - $178.44 $600,877 - $824,392
4,620 Added 44.04%
15,110 $2.07 Million
Q1 2022

May 13, 2022

BUY
$150.62 - $182.01 $15,062 - $18,201
100 Added 0.96%
10,490 $1.83 Million
Q4 2021

Feb 14, 2022

BUY
$139.14 - $180.33 $4,869 - $6,311
35 Added 0.34%
10,390 $1.85 Million
Q3 2021

Oct 15, 2021

SELL
$137.27 - $156.69 $1.42 Million - $1.62 Million
-10,355 Reduced 50.0%
10,355 $1.47 Million
Q3 2021

Oct 13, 2021

BUY
$137.27 - $156.69 $1.43 Million - $1.63 Million
10,405 Added 100.97%
20,710 $1.47 Million
Q2 2021

Aug 04, 2021

SELL
$122.77 - $136.96 $78,572 - $87,654
-640 Reduced 5.85%
10,305 $1.41 Million
Q1 2021

Apr 28, 2021

BUY
$116.36 - $143.16 $12,334 - $15,174
106 Added 0.98%
10,945 $1.34 Million
Q4 2020

Jan 20, 2021

SELL
$108.77 - $136.69 $4,459 - $5,604
-41 Reduced 0.38%
10,839 $1.44 Million
Q3 2020

Oct 14, 2020

BUY
$91.03 - $134.18 $477,725 - $704,176
5,248 Added 93.18%
10,880 $1.26 Million
Q2 2020

Aug 03, 2020

BUY
$60.23 - $91.63 $163,524 - $248,775
2,715 Added 93.08%
5,632 $2.05 Million
Q1 2020

Apr 21, 2020

BUY
$56.09 - $81.8 $11,386 - $16,605
203 Added 7.48%
2,917 $742,000
Q4 2019

Jan 31, 2020

BUY
$54.74 - $73.41 $148,564 - $199,234
2,714 New
2,714 $797,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.15T
  • 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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