York Bridge Wealth Partners, LLC Apple Inc. Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 122,567 shares of AAPL stock, worth $26.2 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares

122,567

Previous 138,731 11.65%

Holding current value

$26.2 Million

Previous $19.2 Million 16.94%

% of portfolio

4.05%

Previous 4.94%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	SELL	$126.04 - $155.74 $2.04 Million - $2.52 Million	-16,164 Reduced 11.65%	122,567 $0
Q3 2022 Oct 18, 2022	SELL	$138.2 - $174.55 $176,757 - $223,249	-1,279 Reduced 0.91%	138,731 $19.2 Million
Q2 2022 Jul 15, 2022	SELL	$130.06 - $178.44 $8,323 - $11,420	-64 Reduced 0.05%	140,010 $19.1 Million
Q1 2022 Apr 15, 2022	SELL	$150.62 - $182.01 $628,687 - $759,709	-4,174 Reduced 2.89%	140,074 $24.5 Million
Q4 2021 Jan 19, 2022	SELL	$139.14 - $180.33 $1.14 Million - $1.47 Million	-8,163 Reduced 5.36%	144,248 $25.6 Million

Q3 2021 Oct 22, 2021	BUY	$137.27 - $156.69 $14,413 - $16,452	105 Added 0.07%	152,411 $21.6 Million
Q2 2021 Jul 22, 2021	SELL	$122.77 - $136.96 $84,097 - $93,817	-685 Reduced 0.45%	152,306 $20.9 Million
Q1 2021 Apr 15, 2021	BUY	$116.36 - $143.16 $1.05 Million - $1.29 Million	9,045 Added 6.28%	152,991 $18.7 Million
Q4 2020 Jan 19, 2021	BUY	$108.77 - $136.69 $4.63 Million - $5.82 Million	42,592 Added 42.02%	143,946 $19.1 Million
Q3 2020 Oct 19, 2020	BUY	$91.03 - $134.18 $5.95 Million - $8.77 Million	65,335 Added 181.39%	101,354 $11.7 Million
Q2 2020 Jul 20, 2020	BUY	$60.23 - $91.63 $596,156 - $906,953	9,898 Added 37.89%	36,019 $13.1 Million
Q1 2020 Apr 16, 2020	SELL	$56.09 - $81.8 $591,973 - $863,317	-10,554 Reduced 28.78%	26,121 $6.64 Million
Q4 2019 Jan 17, 2020	SELL	$54.74 - $73.41 $8,156 - $10,938	-149 Reduced 0.4%	36,675 $10.8 Million
Q3 2019 Oct 21, 2019	SELL	$48.33 - $55.99 $16,432 - $19,036	-340 Reduced 0.91%	36,824 $8.25 Million
Q2 2019 Jul 18, 2019	SELL	$43.33 - $52.94 $16,465 - $20,117	-380 Reduced 1.01%	37,164 $7.36 Million
Q1 2019 May 09, 2019	BUY	$35.55 - $48.77 $6,647 - $9,119	187 Added 0.5%	37,544 $7.13 Million
Q4 2018 Feb 14, 2019	BUY	$36.71 - $58.02 $52,091 - $82,330	1,419 Added 3.95%	37,357 $5.89 Million
Q3 2018 Nov 14, 2018	SELL	$45.98 - $57.09 $345,355 - $428,802	-7,511 Reduced 17.29%	35,938 $8.17 Million
Q2 2018 Aug 10, 2018	BUY	$40.58 - $48.49 $8,562 - $10,231	211 Added 0.49%	43,449 $8.04 Million
Q1 2018 May 15, 2018	BUY	$38.79 - $45.43 $25,135 - $29,438	648 Added 1.52%	43,238 $7.53 Million
Q4 2017 Feb 12, 2018	BUY	$38.37 - $44.1 $1,227 - $1,411	32 Added 0.08%	42,590 $6.67 Million
Q3 2017 Oct 27, 2017	SELL	$37.18 - $41.01 $35,767 - $39,451	-962 Reduced 2.21%	42,558 $6.56 Million
Q2 2017 Aug 14, 2017	BUY	N/A	43,520	43,520 $6.25 Million

Others Institutions Holding AAPL

# of Institutions

5,482

Shares Held

8.82B

Call Options Held

157M

Put Options Held

155M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.44T
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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York Bridge Wealth Partners, LLC Apple Inc. Transaction History