Kathleen S. Wright Associates Inc. Apple Inc. Transaction History

Kathleen S. Wright Associates Inc.

$242 Million
Q4 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Apple Inc. stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 2,000 shares of AAPL stock, worth $473,740. This represents 0.21% of its overall portfolio holdings.

Number of Shares

2,000

Previous 1,800 11.11%

Holding current value

$473,740

Previous $419,000 19.33%

% of portfolio

0.21%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$221.69 - $259.02 $44,338 - $51,804	200 Added 11.11%	2,000 $500,000
Q3 2024 Oct 11, 2024	SELL	$207.23 - $234.82 $8,496 - $9,627	-41 Reduced 2.23%	1,800 $419,000
Q1 2024 Apr 17, 2024	BUY	$169.0 - $195.18 $239,980 - $277,155	1,420 Added 337.29%	1,841 $315,000
Q4 2023 Jan 31, 2024	SELL	$166.89 - $198.11 $2.2 Million - $2.61 Million	-13,191 Reduced 96.91%	421 $81,000
Q3 2023 Oct 20, 2023	BUY	$170.43 - $196.45 $2.3 Million - $2.65 Million	13,500 Added 12053.57%	13,612 $2.33 Million
Q1 2023 Apr 21, 2023	SELL	$125.02 - $164.9 $350,056 - $461,720	-2,800 Reduced 96.15%	112 $18,000
Q4 2022 Feb 01, 2023	BUY	$126.04 - $155.74 $352,912 - $436,072	2,800 Added 2500.0%	2,912 $378,000
Q2 2022 Jul 15, 2022	BUY	$130.06 - $178.44 $14,566 - $19,985	112 New	112 $15,000
Q1 2022 Apr 29, 2022	SELL	$150.62 - $182.01 $6,024 - $7,280	-40 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$139.14 - $180.33 $5,565 - $7,213	40 New	40 $7,000

Others Institutions Holding AAPL

# of Institutions

6,043

Shares Held

Call Options Held

213M

Put Options Held

198M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.81T
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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Kathleen S. Wright Associates Inc. Apple Inc. Transaction History