Avitas Wealth Management LLC Apple Inc. Transaction History

Avitas Wealth Management LLC

  • $708 Million
  • Q4 2024

A detailed history of Avitas Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Avitas Wealth Management LLC holds 180,028 shares of AAPL stock, worth $41.9 Million. This represents 6.36% of its overall portfolio holdings.

Number of Shares
180,028
Previous 182,767 1.5%
Holding current value
$41.9 Million
Previous $42.6 Million 5.91%
% of portfolio
6.36%
Previous 6.07%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$221.69 - $259.02 $607,208 - $709,455
-2,739 Reduced 1.5%
180,028 $45.1 Million
Q3 2024

Oct 25, 2024
SELL
$207.23 - $234.82 $1.07 Million - $1.21 Million
-5,151 Reduced 2.74%
182,767 $42.6 Million
Q2 2024

Jul 24, 2024
SELL
$165.0 - $216.67 $786,225 - $1.03 Million
-4,765 Reduced 2.47%
187,918 $39.6 Million
Q1 2024

Apr 24, 2024
SELL
$169.0 - $195.18 $539,110 - $622,624
-3,190 Reduced 1.63%
192,683 $33 Million
Q4 2023

Jan 24, 2024
BUY
$166.89 - $198.11 $30,540 - $36,254
183 Added 0.09%
195,873 $37.7 Million
Q3 2023

Nov 02, 2023
SELL
$170.43 - $196.45 $827,437 - $953,764
-4,855 Reduced 2.42%
195,690 $33.5 Million
Q2 2023

Jul 18, 2023
SELL
$160.1 - $193.97 $450,041 - $545,249
-2,811 Reduced 1.38%
200,545 $38.9 Million
Q1 2023

May 15, 2023
SELL
$125.02 - $164.9 $225,411 - $297,314
-1,803 Reduced 0.88%
203,356 $33.5 Million
Q4 2022

Jan 10, 2023
BUY
$126.04 - $155.74 $5.05 Million - $6.24 Million
40,091 Added 24.29%
205,159 $0
Q3 2022

Oct 27, 2022
SELL
$138.2 - $174.55 $2.99 Million - $3.78 Million
-21,656 Reduced 11.6%
165,068 $22.8 Million
Q2 2022

Jul 29, 2022
SELL
$130.06 - $178.44 $2.97 Million - $4.07 Million
-22,811 Reduced 10.89%
186,724 $25.5 Million
Q1 2022

Apr 28, 2022
BUY
$150.62 - $182.01 $8.6 Million - $10.4 Million
57,093 Added 37.45%
209,535 $36.6 Million
Q4 2021

Jan 26, 2022
BUY
$139.14 - $180.33 $486,155 - $630,073
3,494 Added 2.35%
152,442 $27.1 Million
Q3 2021

Oct 28, 2021
BUY
$137.27 - $156.69 $14,825 - $16,922
108 Added 0.07%
148,948 $21.1 Million
Q2 2021

Jul 12, 2021
SELL
$122.77 - $136.96 $2.01 Million - $2.24 Million
-16,338 Reduced 9.89%
148,840 $20.4 Million
Q1 2021

May 13, 2021
BUY
$116.36 - $143.16 $991,387 - $1.22 Million
8,520 Added 5.44%
165,178 $20.2 Million
Q4 2020

Feb 26, 2021
BUY
$108.77 - $136.69 $353,393 - $444,105
3,249 Added 2.12%
156,658 $20.8 Million
Q3 2020

Oct 06, 2020
BUY
$91.03 - $134.18 $10.5 Million - $15.5 Million
115,727 Added 307.11%
153,409 $17.8 Million
Q2 2020

Jul 30, 2020
SELL
$60.23 - $91.63 $51,918 - $78,985
-862 Reduced 2.24%
37,682 $13.7 Million
Q1 2020

May 13, 2020
BUY
$56.09 - $81.8 $183,021 - $266,913
3,263 Added 9.25%
38,544 $9.8 Million
Q4 2019

Feb 13, 2020
BUY
$54.74 - $73.41 $8,211 - $11,011
150 Added 0.43%
35,281 $10.4 Million
Q3 2019

Oct 18, 2019
BUY
$48.33 - $55.99 $25,179 - $29,170
521 Added 1.51%
35,131 $7.87 Million
Q2 2019

Jul 23, 2019
SELL
$43.33 - $52.94 $2,643 - $3,229
-61 Reduced 0.18%
34,610 $6.85 Million
Q1 2019

May 01, 2019
BUY
$35.55 - $48.77 $298,371 - $409,326
8,393 Added 31.94%
34,671 $6.59 Million
Q4 2018

Feb 08, 2019
BUY
$36.71 - $58.02 $86,929 - $137,391
2,368 Added 9.9%
26,278 $4.15 Million
Q3 2018

Dec 19, 2018
SELL
$45.98 - $57.09 $159,734 - $198,330
-3,474 Reduced 12.69%
23,910 $5.4 Million
Q3 2018

Nov 13, 2018
BUY
$45.98 - $57.09 $182,218 - $226,247
3,963 Added 16.92%
27,384 $6.18 Million
Q2 2018

Aug 13, 2018
BUY
$40.58 - $48.49 $950,424 - $1.14 Million
23,421 New
23,421 $4.34 Million

Others Institutions Holding AAPL

# of Institutions
5,999
Shares Held
8.81B
Call Options Held
212M
Put Options Held
199M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.74T
  • 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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