A detailed history of Wmg Financial Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 22,999 shares of AAPL stock, worth $5.21 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
22,999
Previous 19,872 15.74%
Holding current value
$5.21 Million
Previous $3.83 Million 3.08%
% of portfolio
2.35%
Previous 2.59%

Shares

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

May 07, 2024

BUY
$169.0 - $195.18 $528,463 - $610,327
3,127 Added 15.74%
22,999 $3.94 Million
Q4 2023

Feb 08, 2024

SELL
$166.89 - $198.11 $448,934 - $532,915
-2,690 Reduced 11.92%
19,872 $3.83 Million
Q2 2023

Aug 03, 2023

BUY
$160.1 - $193.97 $245,753 - $297,743
1,535 Added 7.3%
22,562 $4.38 Million
Q1 2023

Apr 18, 2023

SELL
$125.02 - $164.9 $750,870 - $990,389
-6,006 Reduced 22.22%
21,027 $3.47 Million
Q4 2022

Feb 10, 2023

BUY
$126.04 - $155.74 $3,529 - $4,360
28 Added 0.1%
27,033 $3.51 Million
Q3 2022

Oct 18, 2022

BUY
$138.2 - $174.55 $107,795 - $136,149
780 Added 2.97%
27,005 $3.74 Million
Q2 2022

Aug 08, 2022

BUY
$130.06 - $178.44 $266,753 - $365,980
2,051 Added 8.48%
26,225 $3.59 Million
Q1 2022

Apr 18, 2022

BUY
$150.62 - $182.01 $303,800 - $367,114
2,017 Added 9.1%
24,174 $4.22 Million
Q4 2021

Feb 14, 2022

BUY
$139.14 - $180.33 $3.08 Million - $4 Million
22,157 New
22,157 $3.95 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 $3.64T
  • 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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