A detailed history of Lakeshore Financial Planning, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 33,386 shares of AAPL stock, worth $8.53 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares
33,386
Previous 33,239 0.44%
Holding current value
$8.53 Million
Previous $7 Billion 11.11%
% of portfolio
3.43%
Previous 3.42%

Shares

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

Oct 31, 2024

BUY
$207.23 - $234.82 $30,462 - $34,518
147 Added 0.44%
33,386 $7.78 Billion
Q2 2024

Jul 25, 2024

SELL
$165.0 - $216.67 $37,785 - $49,617
-229 Reduced 0.68%
33,239 $7 Billion
Q1 2024

May 10, 2024

SELL
$169.0 - $195.18 $46,137 - $53,284
-273 Reduced 0.81%
33,468 $5.74 Billion
Q3 2023

Nov 14, 2023

BUY
$170.43 - $196.45 $5.75 Million - $6.63 Million
33,741 New
33,741 $5.78 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 $4.11T
  • 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 Lakeshore Financial Planning, Inc. Portfolio

Follow Lakeshore Financial Planning, Inc. 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 Lakeshore Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lakeshore Financial Planning, Inc. with notifications on news.