A detailed history of Journey Strategic Wealth LLC transactions in Apple Inc. stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 839,830 shares of AAPL stock, worth $217 Million. This represents 7.23% of its overall portfolio holdings.

Number of Shares
839,830
Previous 818,422 2.62%
Holding current value
$217 Million
Previous $172 Million 13.47%
% of portfolio
7.23%
Previous 7.36%

Shares

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

Nov 12, 2024

BUY
$207.23 - $234.82 $4.44 Million - $5.03 Million
21,408 Added 2.62%
839,830 $196 Million
Q2 2024

Aug 14, 2024

BUY
$165.0 - $216.67 $1.97 Million - $2.59 Million
11,933 Added 1.48%
818,422 $172 Million
Q1 2024

May 13, 2024

BUY
$169.0 - $195.18 $135,369 - $156,339
801 Added 0.1%
806,489 $138 Million
Q4 2023

Feb 09, 2024

BUY
$166.89 - $198.11 $202,771 - $240,703
1,215 Added 0.15%
805,688 $155 Million
Q3 2023

Nov 08, 2023

BUY
$170.43 - $196.45 $122,198 - $140,854
717 Added 0.09%
804,473 $138 Million
Q2 2023

Aug 14, 2023

BUY
$160.1 - $193.97 $174,989 - $212,009
1,093 Added 0.14%
803,756 $156 Million
Q1 2023

May 11, 2023

BUY
$125.02 - $164.9 $277,544 - $366,078
2,220 Added 0.28%
802,663 $132 Million
Q4 2022

Feb 14, 2023

BUY
$126.04 - $155.74 $468,112 - $578,418
3,714 Added 0.47%
800,443 $104 Million
Q3 2022

Nov 14, 2022

BUY
$138.2 - $174.55 $297,682 - $375,980
2,154 Added 0.27%
796,729 $110 Million
Q2 2022

Aug 15, 2022

SELL
$130.06 - $178.44 $26,922 - $36,937
-207 Reduced 0.03%
794,575 $109 Million
Q1 2022

May 16, 2022

BUY
$150.62 - $182.01 $105,132 - $127,042
698 Added 0.09%
794,782 $139 Million
Q4 2021

Feb 14, 2022

BUY
$139.14 - $180.33 $110 Million - $143 Million
794,084 New
794,084 $141 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 $4.15T
  • 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

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.