A detailed history of Worth Financial Advisory Group, LLC transactions in Apple Inc. stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 26,129 shares of AAPL stock, worth $5.93 Million. This represents 3.61% of its overall portfolio holdings.

Number of Shares
26,129
Previous 26,365 0.9%
Holding current value
$5.93 Million
Previous $4.52 Billion 21.72%
% of portfolio
3.61%
Previous 3.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

SELL
$165.0 - $216.67 $38,940 - $51,134
-236 Reduced 0.9%
26,129 $5.5 Billion
Q1 2024

Apr 30, 2024

BUY
$169.0 - $195.18 $239,811 - $276,960
1,419 Added 5.69%
26,365 $4.52 Billion
Q4 2023

Jan 19, 2024

BUY
$166.89 - $198.11 $18,858 - $22,386
113 Added 0.46%
24,946 $4.8 Billion
Q3 2023

Oct 13, 2023

BUY
$170.43 - $196.45 $103,110 - $118,852
605 Added 2.5%
24,833 $4.25 Billion
Q2 2023

Jul 28, 2023

SELL
$160.1 - $193.97 $99,101 - $120,067
-619 Reduced 2.49%
24,228 $4.7 Billion
Q1 2023

Apr 19, 2023

BUY
$125.02 - $164.9 $96,015 - $126,643
768 Added 3.19%
24,847 $4.1 Billion
Q4 2022

Feb 13, 2023

BUY
$126.04 - $155.74 $3.03 Million - $3.75 Million
24,079 New
24,079 $3.13 Billion

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
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.