A detailed history of Dopkins Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 10,600 shares of AAPL stock, worth $2.74 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
10,600
Previous 15,261 30.54%
Holding current value
$2.74 Million
Previous $3.21 Million 23.21%
% of portfolio
2.05%
Previous 2.04%

Shares

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

Nov 06, 2024

SELL
$207.23 - $234.82 $965,899 - $1.09 Million
-4,661 Reduced 30.54%
10,600 $2.47 Million
Q2 2024

Jul 30, 2024

BUY
$165.0 - $216.67 $49,830 - $65,434
302 Added 2.02%
15,261 $3.21 Million
Q1 2024

May 03, 2024

BUY
$169.0 - $195.18 $882,011 - $1.02 Million
5,219 Added 53.58%
14,959 $2.57 Million
Q4 2023

Jan 25, 2024

SELL
$166.89 - $198.11 $537,218 - $637,716
-3,219 Reduced 24.84%
9,740 $1.88 Million
Q3 2023

Nov 13, 2023

BUY
$170.43 - $196.45 $548,614 - $632,372
3,219 Added 33.05%
12,959 $2.22 Million
Q1 2023

May 05, 2023

BUY
$125.02 - $164.9 $3,500 - $4,617
28 Added 0.29%
9,740 $1.61 Million
Q3 2022

Nov 01, 2022

BUY
$138.2 - $174.55 $3,454 - $4,363
25 Added 0.26%
9,712 $1.34 Million
Q1 2022

Apr 18, 2022

SELL
$150.62 - $182.01 $63,260 - $76,444
-420 Reduced 4.16%
9,687 $1.69 Million
Q4 2021

Jan 18, 2022

BUY
$139.14 - $180.33 $1.41 Million - $1.82 Million
10,107 New
10,107 $1.8 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
Track This Portfolio

Track Dopkins Wealth Management, LLC Portfolio

Follow Dopkins Wealth Management, 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 Dopkins Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dopkins Wealth Management, LLC with notifications on news.