A detailed history of Bell & Brown Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Bell & Brown Wealth Advisors, LLC holds 61,949 shares of AAPL stock, worth $13.8 Million. This represents 5.33% of its overall portfolio holdings.

Number of Shares
61,949
Previous 60,016 3.22%
Holding current value
$13.8 Million
Previous $10.3 Million 26.78%
% of portfolio
5.33%
Previous 4.41%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$165.0 - $216.67 $318,945 - $418,823
1,933 Added 3.22%
61,949 $13 Million
Q1 2024

May 13, 2024

SELL
$169.0 - $195.18 $492,128 - $568,364
-2,912 Reduced 4.63%
60,016 $10.3 Million
Q4 2023

Feb 12, 2024

SELL
$166.89 - $198.11 $204,440 - $242,684
-1,225 Reduced 1.91%
62,928 $12.1 Million
Q2 2023

Aug 15, 2023

BUY
$160.1 - $193.97 $176,910 - $214,336
1,105 Added 1.75%
64,153 $12.4 Million
Q1 2023

Apr 14, 2023

BUY
$125.02 - $164.9 $184,654 - $243,557
1,477 Added 2.4%
63,048 $10.4 Million
Q4 2022

Feb 10, 2023

SELL
$126.04 - $155.74 $25,460 - $31,459
-202 Reduced 0.33%
61,571 $8 Million
Q3 2022

Oct 26, 2022

SELL
$138.2 - $174.55 $482,594 - $609,528
-3,492 Reduced 5.35%
61,773 $8.54 Million
Q2 2022

Jul 22, 2022

SELL
$130.06 - $178.44 $321,638 - $441,282
-2,473 Reduced 3.65%
65,265 $8.92 Million
Q1 2022

May 02, 2022

SELL
$150.62 - $182.01 $644,201 - $778,456
-4,277 Reduced 5.94%
67,738 $11.8 Million
Q4 2021

Feb 10, 2022

BUY
$139.14 - $180.33 $622,094 - $806,255
4,471 Added 6.62%
72,015 $12.7 Million
Q3 2021

Nov 12, 2021

SELL
$137.27 - $156.69 $2.08 Million - $2.38 Million
-15,166 Reduced 18.34%
67,544 $9.56 Million
Q3 2020

Oct 23, 2020

BUY
$91.03 - $134.18 $5.53 Million - $8.15 Million
60,715 Added 276.04%
82,710 $9.69 Million
Q2 2020

Aug 07, 2020

SELL
$60.23 - $91.63 $106,908 - $162,643
-1,775 Reduced 7.47%
21,995 $9.62 Million
Q1 2020

May 11, 2020

SELL
$56.09 - $81.8 $109,936 - $160,328
-1,960 Reduced 7.62%
23,770 $7.42 Million
Q4 2019

Jan 17, 2020

SELL
$54.74 - $73.41 $92,127 - $123,549
-1,683 Reduced 6.14%
25,730 $8.08 Million
Q3 2019

Oct 09, 2019

SELL
$48.33 - $55.99 $36,779 - $42,608
-761 Reduced 2.7%
27,413 $6.16 Million
Q2 2019

Aug 06, 2019

BUY
$43.33 - $52.94 $16,855 - $20,593
389 Added 1.4%
28,174 $5.58 Million
Q1 2019

May 13, 2019

BUY
$35.55 - $48.77 $21,614 - $29,652
608 Added 2.24%
27,785 $5.28 Million
Q4 2018

Feb 22, 2019

SELL
$36.71 - $58.02 $1.57 Million - $2.48 Million
-42,814 Reduced 61.17%
27,177 $4.29 Million
Q4 2018

Feb 07, 2019

BUY
$36.71 - $58.02 $1.63 Million - $2.58 Million
44,466 Added 174.21%
69,991 $11 Million
Q3 2018

Nov 13, 2018

SELL
$45.98 - $57.09 $56,233 - $69,821
-1,223 Reduced 4.57%
25,525 $5.59 Million
Q2 2018

Jul 31, 2018

BUY
$40.58 - $48.49 $66,226 - $79,135
1,632 Added 6.5%
26,748 $4.95 Million
Q1 2018

May 02, 2018

SELL
$38.79 - $45.43 $27,928 - $32,709
-720 Reduced 2.79%
25,116 $4.2 Million
Q4 2017

Feb 13, 2018

BUY
$38.37 - $44.1 $991,327 - $1.14 Million
25,836
25,836 $4.37 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 $3.59T
  • 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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