A detailed history of Fsm Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 39,955 shares of AAPL stock, worth $9.2 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
39,955
Previous 38,446 3.92%
Holding current value
$9.2 Million
Previous $8.1 Million 14.92%
% of portfolio
2.47%
Previous 2.72%

Shares

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

Oct 30, 2024

BUY
$207.23 - $234.82 $312,710 - $354,343
1,509 Added 3.92%
39,955 $9.31 Million
Q2 2024

Jul 12, 2024

BUY
$165.0 - $216.67 $94,380 - $123,935
572 Added 1.51%
38,446 $8.1 Million
Q1 2024

May 14, 2024

BUY
$169.0 - $195.18 $116,103 - $134,088
687 Added 1.85%
37,874 $6.49 Million
Q4 2023

May 14, 2024

SELL
$166.89 - $198.11 $36,548 - $43,386
-219 Reduced 0.59%
37,187 $7.16 Million
Q3 2023

Nov 14, 2023

SELL
$170.43 - $196.45 $372,389 - $429,243
-2,185 Reduced 5.52%
37,406 $6.4 Million
Q2 2023

Jul 12, 2023

SELL
$160.1 - $193.97 $86,454 - $104,743
-540 Reduced 1.35%
39,591 $7.68 Million
Q1 2023

Apr 24, 2023

BUY
$125.02 - $164.9 $521,458 - $687,797
4,171 Added 11.6%
40,131 $6.62 Million
Q4 2022

Jan 19, 2023

BUY
$126.04 - $155.74 $167,507 - $206,978
1,329 Added 3.84%
35,960 $0
Q3 2022

Oct 24, 2022

BUY
$138.2 - $174.55 $1.2 Million - $1.52 Million
8,693 Added 33.51%
34,631 $4.79 Million
Q2 2022

Aug 12, 2022

BUY
$130.06 - $178.44 $3.37 Million - $4.63 Million
25,938 New
25,938 $4.28 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 $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
Track This Portfolio

Track Fsm Wealth Advisors, LLC Portfolio

Follow Fsm Wealth Advisors, 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 Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.