Gitterman Wealth Management, LLC Apple Inc. Transaction History

Gitterman Wealth Management, LLC

$238 Million
Q3 2024

A detailed history of Gitterman Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 34,469 shares of AAPL stock, worth $8.93 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares

34,469

Previous 35,204 2.09%

Holding current value

$8.93 Million

Previous $7.41 Million 8.27%

% of portfolio

3.38%

Previous 2.88%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$207.23 - $234.82 $152,314 - $172,592	-735 Reduced 2.09%	34,469 $8.03 Million
Q2 2024 Aug 12, 2024	SELL	$165.0 - $216.67 $89,595 - $117,651	-543 Reduced 1.52%	35,204 $7.41 Million
Q1 2024 May 08, 2024	BUY	$169.0 - $195.18 $159,705 - $184,445	945 Added 2.72%	35,747 $6.13 Million
Q4 2023 Feb 05, 2024	SELL	$166.89 - $198.11 $78,271 - $92,913	-469 Reduced 1.33%	34,802 $6.7 Million
Q3 2023 Nov 02, 2023	BUY	$170.43 - $196.45 $193,608 - $223,167	1,136 Added 3.33%	35,271 $6.04 Million
Q2 2023 Aug 08, 2023	BUY	$160.1 - $193.97 $24,015 - $29,095	150 Added 0.44%	34,135 $6.62 Million
Q1 2023 May 12, 2023	SELL	$125.02 - $164.9 $218,034 - $287,585	-1,744 Reduced 4.88%	33,985 $5.6 Million
Q4 2022 Feb 13, 2023	BUY	$126.04 - $155.74 $146,710 - $181,281	1,164 Added 3.37%	35,729 $4.64 Million
Q3 2022 Oct 27, 2022	SELL	$138.2 - $174.55 $32,476 - $41,019	-235 Reduced 0.68%	34,565 $4.78 Million
Q2 2022 Aug 03, 2022	SELL	$130.06 - $178.44 $462,363 - $634,354	-3,555 Reduced 9.27%	34,800 $4.76 Million
Q1 2022 May 12, 2022	BUY	$150.62 - $182.01 $294,612 - $356,011	1,956 Added 5.37%	38,355 $6.7 Million
Q4 2021 Feb 01, 2022	SELL	$139.14 - $180.33 $10,157 - $13,164	-73 Reduced 0.2%	36,399 $6.46 Million
Q3 2021 Nov 09, 2021	BUY	$137.27 - $156.69 $41,867 - $47,790	305 Added 0.84%	36,472 $5.16 Million
Q2 2021 Jul 30, 2021	SELL	$122.77 - $136.96 $306,311 - $341,715	-2,495 Reduced 6.45%	36,167 $4.95 Million
Q1 2021 May 14, 2021	BUY	$116.36 - $143.16 $4.5 Million - $5.53 Million	38,662 New	38,662 $4.72 Million

Others Institutions Holding AAPL

# of Institutions

5,706

Shares Held

8.78B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $4.16T
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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Gitterman Wealth Management, LLC Apple Inc. Transaction History