A detailed history of Waterford Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Waterford Advisors, LLC holds 8,371 shares of AAPL stock, worth $1.87 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
8,371
Previous 8,349 0.26%
Holding current value
$1.87 Million
Previous $1.43 Million 23.2%
% of portfolio
0.74%
Previous 0.61%

Shares

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

Aug 14, 2024

BUY
$165.0 - $216.67 $3,630 - $4,766
22 Added 0.26%
8,371 $1.76 Million
Q1 2024

May 15, 2024

SELL
$169.0 - $195.18 $16,224 - $18,737
-96 Reduced 1.14%
8,349 $1.43 Million
Q3 2023

Nov 07, 2023

BUY
$170.43 - $196.45 $17,043 - $19,645
100 Added 1.2%
8,445 $1.45 Million
Q2 2023

Jul 31, 2023

SELL
$160.1 - $193.97 $8,005 - $9,698
-50 Reduced 0.6%
8,345 $1.62 Million
Q1 2023

May 02, 2023

SELL
$125.02 - $164.9 $33,255 - $43,863
-266 Reduced 3.07%
8,395 $1.38 Million
Q4 2022

Feb 14, 2023

BUY
$126.04 - $155.74 $1.09 Million - $1.35 Million
8,661 New
8,661 $1.13 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.59T
  • 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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