A detailed history of Core Wealth Partners LLC transactions in Apple Inc. stock. As of the latest transaction made, Core Wealth Partners LLC holds 65,377 shares of AAPL stock, worth $15 Million. This represents 9.41% of its overall portfolio holdings.

Number of Shares
65,377
Previous 59,872 9.19%
Holding current value
$15 Million
Previous $10.3 Billion 34.13%
% of portfolio
9.41%
Previous 7.76%

Shares

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

Aug 13, 2024

BUY
$165.0 - $216.67 $908,325 - $1.19 Million
5,505 Added 9.19%
65,377 $13.8 Billion
Q1 2024

Apr 19, 2024

BUY
$169.0 - $195.18 $20,449 - $23,616
121 Added 0.2%
59,872 $10.3 Billion
Q4 2023

Feb 07, 2024

BUY
$166.89 - $198.11 $69,593 - $82,611
417 Added 0.7%
59,751 $11.5 Billion
Q3 2023

Nov 13, 2023

BUY
$170.43 - $196.45 $1.5 Million - $1.73 Million
8,791 Added 17.39%
59,334 $10.2 Billion
Q2 2023

Aug 11, 2023

BUY
$160.1 - $193.97 $838,283 - $1.02 Million
5,236 Added 11.56%
50,543 $9.8 Billion
Q1 2023

May 11, 2023

SELL
$125.02 - $164.9 $10.2 Million - $13.4 Million
-81,236 Reduced 64.2%
45,307 $7.47 Billion
Q4 2022

Feb 13, 2023

BUY
$126.04 - $155.74 $15.9 Million - $19.7 Million
126,543 New
126,543 $3.47 Billion

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.7T
  • 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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