A detailed history of Aspen Wealth Strategies, LLC transactions in Apple Inc. stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 15,976 shares of AAPL stock, worth $3.68 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
15,976
Previous 16,203 1.4%
Holding current value
$3.68 Million
Previous $3.71 Billion 0.37%
% of portfolio
2.4%
Previous 2.58%

Shares

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

Oct 28, 2024

SELL
$207.23 - $234.82 $47,041 - $53,304
-227 Reduced 1.4%
15,976 $3.72 Billion
Q2 2024

Jul 19, 2024

SELL
$165.0 - $216.67 $63,855 - $83,851
-387 Reduced 2.33%
16,203 $3.71 Billion
Q1 2024

May 13, 2024

SELL
$169.0 - $195.18 $119,990 - $138,577
-710 Reduced 4.1%
16,590 $2.84 Billion
Q4 2023

Jan 30, 2024

BUY
$166.89 - $198.11 $2,336 - $2,773
14 Added 0.08%
17,300 $3.33 Billion
Q3 2023

Nov 01, 2023

BUY
$170.43 - $196.45 $20,451 - $23,574
120 Added 0.7%
17,286 $2.96 Billion
Q2 2023

Aug 02, 2023

SELL
$160.1 - $193.97 $200,605 - $243,044
-1,253 Reduced 6.8%
17,166 $3.33 Billion
Q1 2023

May 11, 2023

BUY
$125.02 - $164.9 $2.3 Million - $3.04 Million
18,419 New
18,419 $3.04 Billion
Q4 2022

May 15, 2023

BUY
$126.04 - $155.74 $20,040 - $24,762
159 Added 0.86%
18,578 $2.41 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 $3.7T
  • 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 Aspen Wealth Strategies, LLC Portfolio

Follow Aspen Wealth Strategies, LLC 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 Aspen Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Wealth Strategies, LLC with notifications on news.