A detailed history of Amplius Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 59,163 shares of AAPL stock, worth $15.3 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
59,163
Previous 58,778 0.66%
Holding current value
$15.3 Million
Previous $12.4 Million 11.31%
% of portfolio
1.69%
Previous 1.63%

Shares

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

Oct 16, 2024

BUY
$207.23 - $234.82 $79,783 - $90,405
385 Added 0.66%
59,163 $13.8 Million
Q2 2024

Jul 22, 2024

SELL
$165.0 - $216.67 $227,700 - $299,004
-1,380 Reduced 2.29%
58,778 $12.4 Million
Q1 2024

Apr 16, 2024

BUY
$169.0 - $195.18 $84,669 - $97,785
501 Added 0.84%
60,158 $10.3 Million
Q4 2023

Jan 10, 2024

BUY
$166.89 - $198.11 $732,313 - $869,306
4,388 Added 7.94%
59,657 $11.5 Million
Q3 2023

Oct 17, 2023

SELL
$170.43 - $196.45 $133,787 - $154,213
-785 Reduced 1.4%
55,269 $9.46 Million
Q2 2023

Jul 26, 2023

SELL
$160.1 - $193.97 $290,581 - $352,055
-1,815 Reduced 3.14%
56,054 $10.9 Million
Q1 2023

Apr 25, 2023

BUY
$125.02 - $164.9 $16,502 - $21,766
132 Added 0.23%
57,869 $9.54 Million
Q4 2022

Jan 19, 2023

BUY
$126.04 - $155.74 $389,337 - $481,080
3,089 Added 5.65%
57,737 $0
Q3 2022

Nov 10, 2022

BUY
$138.2 - $174.55 $337,899 - $426,774
2,445 Added 4.68%
54,648 $7.55 Million
Q2 2022

Jul 21, 2022

SELL
$130.06 - $178.44 $183,774 - $252,135
-1,413 Reduced 2.64%
52,203 $7.14 Million
Q1 2022

May 09, 2022

SELL
$150.62 - $182.01 $414,958 - $501,437
-2,755 Reduced 4.89%
53,616 $9.36 Million
Q4 2021

Jan 28, 2022

BUY
$139.14 - $180.33 $7.84 Million - $10.2 Million
56,371 New
56,371 $10 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 $4.15T
  • 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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