A detailed history of Nelson Capital Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Nelson Capital Management, LLC holds 98,209 shares of AAPL stock, worth $25.4 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares
98,209
Previous 97,003 1.24%
Holding current value
$25.4 Million
Previous $20.4 Million 11.95%
% of portfolio
3.89%
Previous 3.66%

Shares

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

Nov 04, 2024

BUY
$207.23 - $234.82 $249,919 - $283,192
1,206 Added 1.24%
98,209 $22.9 Million
Q2 2024

Aug 07, 2024

BUY
$165.0 - $216.67 $1.07 Million - $1.4 Million
6,460 Added 7.13%
97,003 $20.4 Million
Q1 2024

May 06, 2024

SELL
$169.0 - $195.18 $1.6 Million - $1.85 Million
-9,483 Reduced 9.48%
90,543 $15.5 Million
Q4 2023

Jan 26, 2024

BUY
$166.89 - $198.11 $658,714 - $781,940
3,947 Added 4.11%
100,026 $19.3 Million
Q3 2023

Nov 14, 2023

SELL
$170.43 - $196.45 $315,977 - $364,218
-1,854 Reduced 1.89%
96,079 $16.4 Million
Q2 2023

Aug 10, 2023

SELL
$160.1 - $193.97 $531,371 - $643,786
-3,319 Reduced 3.28%
97,933 $19 Million
Q1 2023

May 09, 2023

BUY
$125.02 - $164.9 $155,399 - $204,970
1,243 Added 1.24%
101,252 $16.7 Million
Q4 2022

Feb 02, 2023

SELL
$126.04 - $155.74 $2.52 Million - $3.11 Million
-19,997 Reduced 16.66%
100,009 $13 Million
Q3 2022

Nov 02, 2022

SELL
$138.2 - $174.55 $260,645 - $329,201
-1,886 Reduced 1.55%
120,006 $16.6 Million
Q2 2022

Jul 27, 2022

SELL
$130.06 - $178.44 $682,945 - $936,988
-5,251 Reduced 4.13%
121,892 $16.7 Million
Q1 2022

May 02, 2022

BUY
$150.62 - $182.01 $77,117 - $93,189
512 Added 0.4%
127,143 $22.2 Million
Q4 2021

Feb 14, 2022

SELL
$139.14 - $180.33 $33,671 - $43,639
-242 Reduced 0.19%
126,631 $22.5 Million
Q3 2021

Nov 09, 2021

SELL
$137.27 - $156.69 $561,708 - $641,175
-4,092 Reduced 3.12%
126,873 $18 Million
Q2 2021

Aug 10, 2021

BUY
$122.77 - $136.96 $9,821 - $10,956
80 Added 0.06%
130,965 $17.9 Million
Q1 2021

May 10, 2021

SELL
$116.36 - $143.16 $959,388 - $1.18 Million
-8,245 Reduced 5.93%
130,885 $16 Million
Q4 2020

Feb 17, 2021

SELL
$108.77 - $136.69 $5.2 Million - $6.54 Million
-47,832 Reduced 25.58%
139,130 $18.5 Million
Q3 2020

Nov 13, 2020

BUY
$91.03 - $134.18 $12.8 Million - $18.9 Million
140,654 Added 303.74%
186,962 $21.7 Million
Q2 2020

Aug 13, 2020

BUY
$60.23 - $91.63 $20,719 - $31,520
344 Added 0.75%
46,308 $16.9 Million
Q1 2020

May 12, 2020

BUY
$56.09 - $81.8 $1.53 Million - $2.24 Million
27,356 Added 147.01%
45,964 $11.7 Million
Q4 2019

Feb 10, 2020

SELL
$54.74 - $73.41 $12,535 - $16,810
-229 Reduced 1.22%
18,608 $5.46 Million
Q3 2019

Nov 08, 2019

SELL
$48.33 - $55.99 $14,160 - $16,405
-293 Reduced 1.53%
18,837 $4.22 Million
Q2 2019

Jul 25, 2019

SELL
$43.33 - $52.94 $2,339 - $2,858
-54 Reduced 0.28%
19,130 $3.79 Million
Q1 2019

May 09, 2019

SELL
$35.55 - $48.77 $28,155 - $38,625
-792 Reduced 3.96%
19,184 $3.64 Million
Q4 2018

Jan 30, 2019

SELL
$36.71 - $58.02 $28,229 - $44,617
-769 Reduced 3.71%
19,976 $3.15 Million
Q3 2018

Oct 09, 2018

BUY
$45.98 - $57.09 $551 - $685
12 Added 0.06%
20,745 $4.68 Million
Q2 2018

Jul 17, 2018

SELL
$40.58 - $48.49 $29,907 - $35,737
-737 Reduced 3.43%
20,733 $3.84 Million
Q1 2018

Apr 20, 2018

SELL
$38.79 - $45.43 $16,679 - $19,534
-430 Reduced 1.96%
21,470 $3.6 Million
Q4 2017

Jan 26, 2018

SELL
$38.37 - $44.1 $27,434 - $31,531
-715 Reduced 3.16%
21,900 $3.71 Million
Q3 2017

Nov 02, 2017

SELL
$37.18 - $41.01 $40,898 - $45,111
-1,100 Reduced 4.64%
22,615 $3.49 Million
Q2 2017

Aug 11, 2017

BUY
N/A
23,715
23,715 $3.42 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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