A detailed history of Independent Solutions Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 65,179 shares of AAPL stock, worth $16.9 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares
65,179
Previous 67,426 3.33%
Holding current value
$16.9 Million
Previous $14.2 Billion 6.94%
% of portfolio
3.43%
Previous 3.25%

Shares

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

Dec 19, 2024

SELL
$207.23 - $234.82 $465,645 - $527,640
-2,247 Reduced 3.33%
65,179 $15.2 Billion
Q2 2024

Dec 19, 2024

SELL
$165.0 - $216.67 $401,775 - $527,591
-2,435 Reduced 3.49%
67,426 $14.2 Billion
Q1 2024

Dec 19, 2024

BUY
$169.0 - $195.18 $144,833 - $167,269
857 Added 1.24%
69,861 $12 Billion
Q4 2023

Dec 19, 2024

BUY
$166.89 - $198.11 $863,989 - $1.03 Million
5,177 Added 8.11%
69,004 $13.3 Billion
Q3 2023

Dec 19, 2024

SELL
$170.43 - $196.45 $282,913 - $326,107
-1,660 Reduced 2.53%
63,827 $10.9 Billion
Q2 2023

Dec 19, 2024

SELL
$160.1 - $193.97 $102,944 - $124,722
-643 Reduced 0.97%
65,487 $12.7 Billion
Q1 2023

Dec 19, 2024

SELL
$125.02 - $164.9 $34,380 - $45,347
-275 Reduced 0.41%
66,130 $10.9 Billion
Q4 2022

Dec 19, 2024

SELL
$126.04 - $155.74 $353,668 - $437,006
-2,806 Reduced 4.05%
66,405 $8.63 Billion
Q3 2022

Dec 19, 2024

SELL
$138.2 - $174.55 $4,698 - $5,934
-34 Reduced 0.05%
69,211 $9.56 Billion
Q2 2022

Dec 19, 2024

SELL
$130.06 - $178.44 $681,384 - $934,847
-5,239 Reduced 7.03%
69,245 $9.47 Billion
Q1 2022

Dec 19, 2024

SELL
$150.62 - $182.01 $268,856 - $324,887
-1,785 Reduced 2.34%
74,484 $13 Billion
Q4 2021

Dec 19, 2024

SELL
$139.14 - $180.33 $426,603 - $552,891
-3,066 Reduced 3.86%
76,269 $13.5 Billion
Q3 2021

Dec 19, 2024

SELL
$137.27 - $156.69 $138,917 - $158,570
-1,012 Reduced 1.26%
79,335 $11.2 Billion
Q2 2021

Dec 19, 2024

BUY
$122.77 - $136.96 $383,656 - $428,000
3,125 Added 4.05%
80,347 $11 Billion
Q1 2021

Dec 19, 2024

BUY
$116.36 - $143.16 $102,862 - $126,553
884 Added 1.16%
77,222 $9.43 Billion
Q4 2020

Dec 19, 2024

BUY
$108.77 - $136.69 $69,286 - $87,071
637 Added 0.84%
76,338 $10.1 Billion
Q3 2020

Dec 19, 2024

BUY
$91.03 - $134.18 $5.24 Million - $7.72 Million
57,561 Added 317.32%
75,701 $8.77 Billion
Q2 2020

Dec 19, 2024

BUY
$60.23 - $91.63 $69,505 - $105,741
1,154 Added 6.79%
18,140 $6.62 Billion
Q1 2020

Dec 19, 2024

SELL
$56.09 - $81.8 $112,348 - $163,845
-2,003 Reduced 10.55%
16,986 $4.32 Billion
Q4 2019

Dec 13, 2024

BUY
$54.74 - $73.41 $1.04 Million - $1.39 Million
18,989 New
18,989 $5.58 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 $4.16T
  • 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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