A detailed history of Perfromance Wealth Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 4,160,187 shares of AAPL stock, worth $1.07 Billion. This represents 33.56% of its overall portfolio holdings.

Number of Shares
4,160,187
Previous 4,121,295 0.94%
Holding current value
$1.07 Billion
Previous $868 Million 11.62%
% of portfolio
33.56%
Previous 31.99%

Shares

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

Oct 10, 2024

BUY
$207.23 - $234.82 $8.06 Million - $9.13 Million
38,892 Added 0.94%
4,160,187 $969 Million
Q2 2024

Jul 19, 2024

BUY
$165.0 - $216.67 $4.12 Million - $5.41 Million
24,955 Added 0.61%
4,121,295 $868 Million
Q1 2024

Apr 30, 2024

BUY
$169.0 - $195.18 $550,095 - $635,310
3,255 Added 0.08%
4,096,340 $702 Million
Q4 2023

Jan 22, 2024

BUY
$166.89 - $198.11 $184,580 - $219,109
1,106 Added 0.03%
4,093,085 $788 Million
Q3 2023

Oct 30, 2023

SELL
$170.43 - $196.45 $3.64 Million - $4.2 Million
-21,367 Reduced 0.52%
4,091,979 $701 Million
Q2 2023

Jul 13, 2023

SELL
$160.1 - $193.97 $4.41 Million - $5.35 Million
-27,573 Reduced 0.67%
4,113,346 $798 Million
Q1 2023

Apr 20, 2023

BUY
$125.02 - $164.9 $76,512 - $100,918
612 Added 0.01%
4,140,919 $683 Million
Q4 2022

Jan 19, 2023

SELL
$126.04 - $155.74 $9.3 Million - $11.5 Million
-73,823 Reduced 1.75%
4,140,307 $0
Q3 2022

Oct 17, 2022

BUY
$138.2 - $174.55 $782,488 - $988,302
5,662 Added 0.13%
4,214,130 $582 Million
Q2 2022

Jul 15, 2022

SELL
$130.06 - $178.44 $5.73 Million - $7.86 Million
-44,050 Reduced 1.04%
4,208,468 $575 Million
Q1 2022

Apr 21, 2022

SELL
$150.62 - $182.01 $594,497 - $718,393
-3,947 Reduced 0.09%
4,252,518 $743 Million
Q4 2021

Feb 03, 2022

BUY
$139.14 - $180.33 $592 Million - $768 Million
4,256,465 New
4,256,465 $756 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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