A detailed history of Wr Wealth Planners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 35,920 shares of AAPL stock, worth $8.21 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares
35,920
Previous 36,228 0.85%
Holding current value
$8.21 Million
Previous $7.63 Million 9.63%
% of portfolio
2.41%
Previous 2.4%

Shares

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

Oct 17, 2024

SELL
$207.23 - $234.82 $63,826 - $72,324
-308 Reduced 0.85%
35,920 $8.37 Million
Q2 2024

Jul 31, 2024

SELL
$165.0 - $216.67 $75,240 - $98,801
-456 Reduced 1.24%
36,228 $7.63 Million
Q1 2024

Jul 31, 2024

SELL
$169.0 - $195.18 $747,149 - $862,890
-4,421 Reduced 10.76%
36,684 $6.29 Million
Q4 2023

Jul 30, 2024

BUY
$166.89 - $198.11 $6.86 Million - $8.14 Million
41,105 New
41,105 $7.91 Million
Q3 2023

Aug 01, 2024

SELL
$170.43 - $196.45 $13,293 - $15,323
-78 Reduced 0.2%
39,560 $6.77 Billion
Q2 2023

Aug 01, 2024

BUY
$160.1 - $193.97 $545,941 - $661,437
3,410 Added 9.41%
39,638 $7.69 Billion
Q1 2023

Aug 01, 2024

BUY
$125.02 - $164.9 $318,801 - $420,495
2,550 Added 7.04%
38,778 $6.39 Billion
Q4 2022

Oct 10, 2024

SELL
$126.04 - $155.74 $319,763 - $395,112
-2,537 Reduced 22.19%
8,896 $1.16 Billion
Q3 2022

Oct 10, 2024

SELL
$138.2 - $174.55 $3.43 Million - $4.33 Million
-24,795 Reduced 68.44%
11,433 $1.58 Billion
Q2 2022

Oct 17, 2024

BUY
$130.06 - $178.44 $10,144 - $13,918
78 Added 0.7%
11,175 $1.53 Billion
Q1 2022

Oct 17, 2024

SELL
$150.62 - $182.01 $3.74 Million - $4.52 Million
-24,823 Reduced 69.11%
11,097 $1.94 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 $3.67T
  • 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 Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.