A detailed history of Castle Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Castle Wealth Management LLC holds 25,428 shares of AAPL stock, worth $6.57 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
25,428
Previous 23,896 6.41%
Holding current value
$6.57 Million
Previous $5.03 Million 17.69%
% of portfolio
3.13%
Previous 2.98%

Shares

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

Oct 31, 2024

BUY
$207.23 - $234.82 $317,476 - $359,744
1,532 Added 6.41%
25,428 $5.92 Million
Q2 2024

Jul 22, 2024

SELL
$165.0 - $216.67 $16,830 - $22,100
-102 Reduced 0.43%
23,896 $5.03 Million
Q1 2024

Apr 29, 2024

BUY
$169.0 - $195.18 $32,279 - $37,279
191 Added 0.8%
23,998 $4.12 Million
Q4 2023

Jan 31, 2024

SELL
$166.89 - $198.11 $13,017 - $15,452
-78 Reduced 0.33%
23,807 $4.58 Million
Q3 2023

Nov 03, 2023

SELL
$170.43 - $196.45 $202,470 - $233,382
-1,188 Reduced 4.74%
23,885 $4.09 Million
Q2 2023

Jul 17, 2023

SELL
$160.1 - $193.97 $115,912 - $140,434
-724 Reduced 2.81%
25,073 $4.86 Million
Q1 2023

May 04, 2023

SELL
$125.02 - $164.9 $6,501 - $8,574
-52 Reduced 0.2%
25,797 $4.25 Million
Q4 2022

Feb 09, 2023

SELL
$126.04 - $155.74 $426,015 - $526,401
-3,380 Reduced 11.56%
25,849 $3.36 Million
Q3 2022

Nov 07, 2022

SELL
$138.2 - $174.55 $90,520 - $114,330
-655 Reduced 2.19%
29,229 $4.04 Million
Q2 2022

Aug 01, 2022

BUY
$130.06 - $178.44 $3.89 Million - $5.33 Million
29,884 New
29,884 $4.09 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 $4.15T
  • 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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