A detailed history of Cassaday & CO Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 190,035 shares of AAPL stock, worth $49.2 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
190,035
Previous 195,771 2.93%
Holding current value
$49.2 Million
Previous $41.2 Million 7.34%
% of portfolio
1.25%
Previous 1.42%

Shares

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

Nov 07, 2024

SELL
$207.23 - $234.82 $1.19 Million - $1.35 Million
-5,736 Reduced 2.93%
190,035 $44.3 Million
Q2 2024

Jul 30, 2024

BUY
$165.0 - $216.67 $1.33 Million - $1.75 Million
8,071 Added 4.3%
195,771 $41.2 Million
Q1 2024

May 08, 2024

SELL
$169.0 - $195.18 $1.11 Million - $1.28 Million
-6,579 Reduced 3.39%
187,700 $32.2 Million
Q4 2023

Feb 09, 2024

BUY
$166.89 - $198.11 $34,880 - $41,404
209 Added 0.11%
194,279 $37.4 Million
Q3 2023

Nov 06, 2023

SELL
$170.43 - $196.45 $1.12 Million - $1.29 Million
-6,565 Reduced 3.27%
194,070 $33.2 Million
Q2 2023

Aug 07, 2023

SELL
$160.1 - $193.97 $877,348 - $1.06 Million
-5,480 Reduced 2.66%
200,635 $38.9 Million
Q1 2023

May 03, 2023

SELL
$125.02 - $164.9 $286,920 - $378,445
-2,295 Reduced 1.1%
206,115 $34 Million
Q4 2022

Feb 07, 2023

BUY
$126.04 - $155.74 $26.3 Million - $32.5 Million
208,410 New
208,410 $0

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.16T
  • 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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