A detailed history of Epg Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Epg Wealth Management LLC holds 87,547 shares of AAPL stock, worth $22.6 Million. This represents 5.15% of its overall portfolio holdings.

Number of Shares
87,547
Previous 0 Infinity%
Holding current value
$22.6 Million
Previous $0 Infinity%
% of portfolio
5.15%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$207.23 - $234.82 $18.1 Million - $20.6 Million
87,547 New
87,547 $20.4 Billion
Q2 2024

Aug 13, 2024

SELL
$165.0 - $216.67 $15.9 Million - $20.9 Million
-96,395 Closed
0 $0
Q1 2024

May 14, 2024

SELL
$169.0 - $195.18 $12,168 - $14,052
-72 Reduced 0.07%
96,395 $16.5 Million
Q4 2023

Feb 14, 2024

SELL
$166.89 - $198.11 $247,164 - $293,400
-1,481 Reduced 1.51%
96,467 $18.6 Million
Q3 2023

Nov 13, 2023

BUY
$170.43 - $196.45 $463,058 - $533,754
2,717 Added 2.85%
97,948 $16.8 Million
Q2 2023

Aug 15, 2023

BUY
$160.1 - $193.97 $2,881 - $3,491
18 Added 0.02%
95,231 $18.5 Million
Q1 2023

May 15, 2023

BUY
$125.02 - $164.9 $626,725 - $826,643
5,013 Added 5.56%
95,213 $15.7 Million
Q4 2022

Feb 14, 2023

SELL
$126.04 - $155.74 $224,477 - $277,372
-1,781 Reduced 1.94%
90,200 $11.7 Million
Q3 2022

Nov 15, 2022

BUY
$138.2 - $174.55 $131,428 - $165,997
951 Added 1.04%
91,981 $12.7 Million
Q2 2022

Aug 15, 2022

SELL
$130.06 - $178.44 $534,676 - $733,566
-4,111 Reduced 4.32%
91,030 $12.4 Million
Q1 2022

May 10, 2022

BUY
$150.62 - $182.01 $608,504 - $735,320
4,040 Added 4.43%
95,141 $16.6 Million
Q4 2021

Feb 14, 2022

BUY
$139.14 - $180.33 $701,961 - $909,764
5,045 Added 5.86%
91,101 $16.2 Million
Q3 2021

Nov 15, 2021

BUY
$137.27 - $156.69 $785,870 - $897,050
5,725 Added 7.13%
86,056 $12.2 Million
Q2 2021

Aug 09, 2021

BUY
$122.77 - $136.96 $217,548 - $242,693
1,772 Added 2.26%
80,331 $11 Million
Q1 2021

May 10, 2021

SELL
$116.36 - $143.16 $16,290 - $20,042
-140 Reduced 0.18%
78,559 $9.6 Million
Q4 2020

Jan 29, 2021

BUY
$108.77 - $136.69 $220,368 - $276,933
2,026 Added 2.64%
78,699 $10.4 Million
Q3 2020

Nov 02, 2020

BUY
$91.03 - $134.18 $5.11 Million - $7.53 Million
56,146 Added 273.52%
76,673 $8.88 Million
Q2 2020

Aug 06, 2020

SELL
$60.23 - $91.63 $69,505 - $105,741
-1,154 Reduced 5.32%
20,527 $7.49 Million
Q1 2020

May 05, 2020

BUY
$56.09 - $81.8 $176,346 - $257,179
3,144 Added 16.96%
21,681 $5.51 Million
Q4 2019

Feb 14, 2020

BUY
$54.74 - $73.41 $1.01 Million - $1.36 Million
18,537 New
18,537 $5.44 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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