A detailed history of Heritage Wealth Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 14,831 shares of AAPL stock, worth $3.31 Million. This represents 4.06% of its overall portfolio holdings.

Number of Shares
14,831
Previous 15,313 3.15%
Holding current value
$3.31 Million
Previous $3.23 Billion 7.14%
% of portfolio
4.06%
Previous 4.67%

Shares

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

Oct 08, 2024

SELL
$207.23 - $234.82 $99,884 - $113,183
-482 Reduced 3.15%
14,831 $3.46 Billion
Q2 2024

Jul 05, 2024

SELL
$165.0 - $216.67 $102,465 - $134,552
-621 Reduced 3.9%
15,313 $3.23 Billion
Q4 2023

Jan 19, 2024

SELL
$166.89 - $198.11 $25,367 - $30,112
-152 Reduced 0.94%
15,934 $3.07 Billion
Q3 2023

Oct 18, 2023

BUY
$170.43 - $196.45 $330,975 - $381,505
1,942 Added 13.73%
16,086 $2.75 Billion
Q2 2023

Aug 11, 2023

BUY
$160.1 - $193.97 $1.99 Million - $2.41 Million
12,404 Added 712.87%
14,144 $2.74 Billion
Q1 2023

May 04, 2023

SELL
$125.02 - $164.9 $2.09 Million - $2.75 Million
-16,698 Reduced 90.56%
1,740 $287 Million
Q4 2022

Feb 10, 2023

BUY
$126.04 - $155.74 $2.32 Million - $2.87 Million
18,438 New
18,438 $2.71 Billion

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.59T
  • 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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