Baker Tilly Wealth Management, LLC Apple Inc. Transaction History

Baker Tilly Wealth Management, LLC

$249 Million
Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 25,382 shares of AAPL stock, worth $6.01 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

25,382

Previous 24,599 3.18%

Holding current value

$6.01 Million

Previous $5.73 Million 10.94%

% of portfolio

2.55%

Previous 2.61%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$221.69 - $259.02 $173,583 - $202,812	783 Added 3.18%	25,382 $6.36 Million
Q3 2024 Oct 24, 2024	SELL	$207.23 - $234.82 $3.21 Million - $3.63 Million	-15,477 Reduced 38.62%	24,599 $5.73 Million
Q2 2024 Jul 18, 2024	SELL	$165.0 - $216.67 $5.19 Million - $6.81 Million	-31,432 Reduced 43.96%	40,076 $8.44 Million
Q1 2024 May 09, 2024	SELL	$169.0 - $195.18 $1.39 Million - $1.6 Million	-8,219 Reduced 10.31%	71,508 $12.3 Million
Q4 2023 Jan 10, 2024	SELL	$166.89 - $198.11 $786,051 - $933,098	-4,710 Reduced 5.58%	79,727 $15.3 Million
Q3 2023 Oct 10, 2023	SELL	$170.43 - $196.45 $7.2 Million - $8.3 Million	-42,273 Reduced 33.36%	84,437 $14.5 Million
Q2 2023 Jul 20, 2023	SELL	$160.1 - $193.97 $971,486 - $1.18 Million	-6,068 Reduced 4.57%	126,710 $24.6 Million
Q1 2023 Apr 12, 2023	SELL	$125.02 - $164.9 $1.81 Million - $2.39 Million	-14,497 Reduced 9.84%	132,778 $21.9 Million
Q4 2022 Jan 26, 2023	BUY	$126.04 - $155.74 $370,557 - $457,875	2,940 Added 2.04%	147,275 $0
Q3 2022 Oct 20, 2022	SELL	$138.2 - $174.55 $498,901 - $630,125	-3,610 Reduced 2.44%	144,335 $19.9 Million
Q2 2022 Jul 28, 2022	BUY	$130.06 - $178.44 $381,075 - $522,829	2,930 Added 2.02%	147,945 $20.2 Million
Q1 2022 Apr 27, 2022	SELL	$150.62 - $182.01 $1.41 Million - $1.7 Million	-9,329 Reduced 6.04%	145,015 $25.3 Million
Q4 2021 Feb 08, 2022	BUY	$139.14 - $180.33 $589,953 - $764,599	4,240 Added 2.82%	154,344 $27.4 Million
Q3 2021 Nov 02, 2021	BUY	$137.27 - $156.69 $2.23 Million - $2.55 Million	16,270 Added 12.16%	150,104 $21.2 Million
Q2 2021 Jul 30, 2021	BUY	$122.77 - $136.96 $2.15 Million - $2.4 Million	17,508 Added 15.05%	133,834 $18.3 Million
Q1 2021 Apr 28, 2021	BUY	$116.36 - $143.16 $1.21 Million - $1.49 Million	10,423 Added 9.84%	116,326 $14.2 Million
Q4 2020 Feb 03, 2021	BUY	$108.77 - $136.69 $11.5 Million - $14.5 Million	105,903 New	105,903 $14.1 Million

Others Institutions Holding AAPL

# of Institutions

5,711

Shares Held

8.68B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.81T
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Account

Baker Tilly Wealth Management, LLC Apple Inc. Transaction History