A detailed history of Clear Perspectives Financial Planning, LLC transactions in Apple Inc. stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 837 shares of AAPL stock, worth $186,893. This represents 0.08% of its overall portfolio holdings.

Number of Shares
837
Previous 837 -0.0%
Holding current value
$186,893
Previous $108,000 27.78%
% of portfolio
0.08%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 09, 2022

SELL
$138.2 - $174.55 $43,947 - $55,506
-318 Reduced 27.53%
837 $116,000
Q2 2022

Aug 11, 2022

BUY
$130.06 - $178.44 $22,370 - $30,691
172 Added 17.5%
1,155 $158,000
Q1 2022

May 12, 2022

BUY
$150.62 - $182.01 $31,780 - $38,404
211 Added 27.33%
983 $172,000
Q4 2021

Feb 09, 2022

BUY
$139.14 - $180.33 $79,031 - $102,427
568 Added 278.43%
772 $137,000
Q4 2020

Feb 01, 2021

BUY
$108.77 - $136.69 $22,189 - $27,884
204 New
204 $27,000

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
Track This Portfolio

Track Clear Perspectives Financial Planning, LLC Portfolio

Follow Clear Perspectives Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.