A detailed history of Endowment Wealth Management, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 4,625 shares of AAPL stock, worth $1.08 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
4,625
Previous 4,845 4.54%
Holding current value
$1.08 Million
Previous $830,000 17.35%
% of portfolio
0.78%
Previous 0.69%

Shares

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

Aug 01, 2024

SELL
$165.0 - $216.67 $36,300 - $47,667
-220 Reduced 4.54%
4,625 $974,000
Q1 2024

May 08, 2024

SELL
$169.0 - $195.18 $141,284 - $163,170
-836 Reduced 14.72%
4,845 $830,000
Q4 2023

Feb 07, 2024

SELL
$166.89 - $198.11 $134,346 - $159,478
-805 Reduced 12.41%
5,681 $1.09 Million
Q3 2023

Oct 30, 2023

BUY
$170.43 - $196.45 $37,665 - $43,415
221 Added 3.53%
6,486 $1.11 Million
Q2 2023

Aug 10, 2023

BUY
$160.1 - $193.97 $6,243 - $7,564
39 Added 0.63%
6,265 $1.22 Million
Q1 2023

May 10, 2023

BUY
$125.02 - $164.9 $71,136 - $93,828
569 Added 10.06%
6,226 $1.03 Million
Q4 2022

Feb 13, 2023

BUY
$126.04 - $155.74 $5,797 - $7,164
46 Added 0.82%
5,657 $735,000
Q3 2022

Nov 10, 2022

BUY
$138.2 - $174.55 $309,015 - $390,293
2,236 Added 66.25%
5,611 $775,000
Q2 2022

Aug 15, 2022

BUY
$130.06 - $178.44 $4,161 - $5,710
32 Added 0.96%
3,375 $461,000
Q1 2022

May 04, 2022

BUY
$150.62 - $182.01 $45,939 - $55,513
305 Added 10.04%
3,343 $584,000
Q4 2021

Feb 11, 2022

BUY
$139.14 - $180.33 $422,707 - $547,842
3,038 New
3,038 $540,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.76T
  • 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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