A detailed history of Family Wealth Group, LLC transactions in Apple Inc. stock. As of the latest transaction made, Family Wealth Group, LLC holds 8,725 shares of AAPL stock, worth $2.23 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
8,725
Previous 9,118 4.31%
Holding current value
$2.23 Million
Previous $1.92 Million 5.83%
% of portfolio
2.19%
Previous 2.08%

Shares

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

Nov 14, 2024

SELL
$207.23 - $234.82 $81,441 - $92,284
-393 Reduced 4.31%
8,725 $2.03 Million
Q2 2024

Aug 14, 2024

BUY
$165.0 - $216.67 $50,490 - $66,301
306 Added 3.47%
9,118 $1.92 Million
Q1 2024

Aug 14, 2024

SELL
$169.0 - $195.18 $130,975 - $151,264
-775 Reduced 8.08%
8,812 $1.51 Million
Q4 2023

Feb 14, 2024

BUY
$166.89 - $198.11 $1.6 Million - $1.9 Million
9,587 New
9,587 $1.85 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 $4.11T
  • 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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