A detailed history of Highland Financial Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 6,884 shares of AAPL stock, worth $1.62 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
6,884
Previous 6,221 10.66%
Holding current value
$1.62 Million
Previous $1.45 Million 18.98%
% of portfolio
0.6%
Previous 0.52%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

BUY
$221.69 - $259.02 $146,980 - $171,730
663 Added 10.66%
6,884 $1.72 Million
Q3 2024

Oct 30, 2024

SELL
$207.23 - $234.82 $82,063 - $92,988
-396 Reduced 5.98%
6,221 $1.45 Million
Q2 2024

Jul 17, 2024

BUY
$165.0 - $216.67 $112,200 - $147,335
680 Added 11.45%
6,617 $1.39 Million
Q1 2024

May 06, 2024

BUY
$169.0 - $195.18 $47,320 - $54,650
280 Added 4.95%
5,937 $1.02 Million
Q4 2023

Jan 18, 2024

SELL
$166.89 - $198.11 $49,232 - $58,442
-295 Reduced 4.96%
5,657 $1.09 Million
Q3 2023

Oct 25, 2023

BUY
$170.43 - $196.45 $21,815 - $25,145
128 Added 2.2%
5,952 $1.02 Million
Q2 2023

Jul 13, 2023

SELL
$160.1 - $193.97 $4,482 - $5,431
-28 Reduced 0.48%
5,824 $1.13 Million
Q1 2023

Apr 17, 2023

SELL
$125.02 - $164.9 $101,516 - $133,898
-812 Reduced 12.18%
5,852 $965,000
Q4 2022

Feb 08, 2023

BUY
$126.04 - $155.74 $106,125 - $131,133
842 Added 14.46%
6,664 $866,000
Q3 2022

Nov 15, 2022

BUY
$138.2 - $174.55 $99,227 - $125,326
718 Added 14.07%
5,822 $805,000
Q2 2022

Aug 04, 2022

BUY
$130.06 - $178.44 $663,826 - $910,757
5,104 New
5,104 $698,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.79T
  • 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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