A detailed history of Lwm Advisory Services, LLC transactions in Apple Inc. stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 34,235 shares of AAPL stock, worth $8.84 Million. This represents 6.08% of its overall portfolio holdings.

Number of Shares
34,235
Previous 26,596 28.72%
Holding current value
$8.84 Million
Previous $5.6 Million 42.35%
% of portfolio
6.08%
Previous 4.84%

Shares

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

Nov 13, 2024

BUY
$207.23 - $234.82 $1.58 Million - $1.79 Million
7,639 Added 28.72%
34,235 $7.97 Million
Q2 2024

Aug 08, 2024

SELL
$165.0 - $216.67 $373,560 - $490,540
-2,264 Reduced 7.84%
26,596 $5.6 Million
Q1 2024

May 09, 2024

SELL
$169.0 - $195.18 $210,405 - $242,999
-1,245 Reduced 4.14%
28,860 $4.95 Million
Q4 2023

Feb 05, 2024

BUY
$166.89 - $198.11 $278,873 - $331,041
1,671 Added 5.88%
30,105 $5.8 Million
Q3 2023

Nov 02, 2023

SELL
$170.43 - $196.45 $174,690 - $201,361
-1,025 Reduced 3.48%
28,434 $4.87 Million
Q2 2023

Aug 07, 2023

SELL
$160.1 - $193.97 $629,833 - $763,077
-3,934 Reduced 11.78%
29,459 $5.71 Million
Q1 2023

May 02, 2023

SELL
$125.02 - $164.9 $72,261 - $95,312
-578 Reduced 1.7%
33,393 $5.51 Million
Q4 2022

Feb 07, 2023

SELL
$126.04 - $155.74 $2.06 Million - $2.54 Million
-16,328 Reduced 32.46%
33,971 $4.41 Million
Q3 2022

Nov 16, 2022

BUY
$138.2 - $174.55 $302,243 - $381,740
2,187 Added 4.55%
50,299 $6.98 Million
Q2 2022

Aug 15, 2022

BUY
$130.06 - $178.44 $72,183 - $99,034
555 Added 1.17%
48,112 $6.59 Million
Q1 2022

May 09, 2022

BUY
$150.62 - $182.01 $225,628 - $272,650
1,498 Added 3.25%
47,557 $8.31 Million
Q4 2021

Feb 18, 2022

BUY
$139.14 - $180.33 $6.41 Million - $8.31 Million
46,059 New
46,059 $8.18 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
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