Insight Wealth Partners, LLC Apple Inc. Transaction History

Insight Wealth Partners, LLC

$577 Million
Q2 2024

A detailed history of Insight Wealth Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 8,950 shares of AAPL stock, worth $2.02 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

8,950

Previous 9,386 4.65%

Holding current value

$2.02 Million

Previous $1.61 Million 17.15%

% of portfolio

0.33%

Previous 0.28%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$165.0 - $216.67 $71,940 - $94,468	-436 Reduced 4.65%	8,950 $1.89 Million
Q1 2024 May 10, 2024	BUY	$169.0 - $195.18 $252,148 - $291,208	1,492 Added 18.9%	9,386 $1.61 Million
Q4 2023 Feb 13, 2024	BUY	$166.89 - $198.11 $154,373 - $183,251	925 Added 13.27%	7,894 $1.52 Million
Q3 2023 Oct 30, 2023	BUY	$170.43 - $196.45 $28,632 - $33,003	168 Added 2.47%	6,969 $1.19 Million
Q2 2023 Aug 11, 2023	BUY	$160.1 - $193.97 $198,844 - $240,910	1,242 Added 22.34%	6,801 $1.32 Million
Q1 2023 May 12, 2023	BUY	$125.02 - $164.9 $57,759 - $76,183	462 Added 9.06%	5,559 $916,000
Q4 2022 Jan 31, 2023	BUY	$126.04 - $155.74 $28,485 - $35,197	226 Added 4.64%	5,097 $662,000
Q3 2022 Dec 01, 2022	SELL	$138.2 - $174.55 $691 - $872	-5 Reduced 0.1%	4,871 $673,000
Q2 2022 Jul 13, 2022	SELL	$130.06 - $178.44 $164,135 - $225,191	-1,262 Reduced 20.56%	4,876 $667,000
Q1 2022 May 02, 2022	SELL	$150.62 - $182.01 $72,749 - $87,910	-483 Reduced 7.29%	6,138 $1.07 Million
Q4 2021 Feb 04, 2022	BUY	$139.14 - $180.33 $321,552 - $416,742	2,311 Added 53.62%	6,621 $1.18 Million
Q3 2021 Nov 05, 2021	SELL	$137.27 - $156.69 $3,431 - $3,917	-25 Reduced 0.58%	4,310 $610,000
Q2 2021 Jul 14, 2021	SELL	$122.77 - $136.96 $72,188 - $80,532	-588 Reduced 11.94%	4,335 $594,000
Q1 2021 Apr 20, 2021	SELL	$116.36 - $143.16 $227,600 - $280,020	-1,956 Reduced 28.43%	4,923 $601,000
Q4 2020 Jan 19, 2021	BUY	$108.77 - $136.69 $8,157 - $10,251	75 Added 1.1%	6,879 $913,000
Q3 2020 Oct 16, 2020	BUY	$91.03 - $134.18 $519,963 - $766,436	5,712 Added 523.08%	6,804 $788,000
Q2 2020 Jul 20, 2020	BUY	$60.23 - $91.63 $10,660 - $16,218	177 Added 19.34%	1,092 $398,000
Q4 2019 Mar 16, 2020	BUY	$54.74 - $73.41 $50,087 - $67,170	915 New	915 $269,000

Others Institutions Holding AAPL

# of Institutions

5,706

Shares Held

9.1B

Call Options Held

190M

Put Options Held

166M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.62T
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Account

Insight Wealth Partners, LLC Apple Inc. Transaction History