A detailed history of Instrumental Wealth, LLC transactions in Apple Inc. stock. As of the latest transaction made, Instrumental Wealth, LLC holds 7,007 shares of AAPL stock, worth $1.81 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
7,007
Previous 6,912 1.37%
Holding current value
$1.81 Million
Previous $1.5 Billion 7.8%
% of portfolio
1.58%
Previous 1.55%

Shares

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

Oct 15, 2024

BUY
$207.23 - $234.82 $19,686 - $22,307
95 Added 1.37%
7,007 $1.62 Billion
Q2 2024

Jul 26, 2024

BUY
$165.0 - $216.67 $14,850 - $19,500
90 Added 1.32%
6,912 $1.5 Billion
Q1 2024

May 29, 2024

BUY
$169.0 - $195.18 $111,878 - $129,209
662 Added 10.75%
6,822 $1.3 Billion
Q4 2023

Jan 25, 2024

SELL
$166.89 - $198.11 $28,871 - $34,273
-173 Reduced 2.73%
6,160 $1.2 Billion
Q3 2023

Oct 18, 2023

BUY
$170.43 - $196.45 $247,634 - $285,441
1,453 Added 29.77%
6,333 $1.12 Billion
Q2 2023

Jul 13, 2023

BUY
$160.1 - $193.97 $85,973 - $104,161
537 Added 12.36%
4,880 $926 Million
Q1 2023

May 04, 2023

BUY
$125.02 - $164.9 $542,961 - $716,160
4,343 New
4,343 $727 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 $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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