Wr Wealth Planners, LLC Apple Inc. Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

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 $8.17 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares

35,920

Previous 36,228 0.85%

Holding current value

$8.17 Million

Previous $7.63 Million 9.63%

% of portfolio

2.41%

Previous 2.4%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

5,714

Shares Held

9.09B

Call Options Held

188M

Put Options Held

166M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.66T
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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Wr Wealth Planners, LLC Apple Inc. Transaction History