Peterson Wealth Advisors, LLC Apple Inc. Transaction History

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 12,443 shares of AAPL stock, worth $3.21 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

12,443

Previous 11,961 4.03%

Holding current value

$3.21 Million

Previous $2.52 Million 15.01%

% of portfolio

0.6%

Previous 0.57%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$207.23 - $234.82 $99,884 - $113,183	482 Added 4.03%	12,443 $2.9 Million
Q2 2024 Jul 18, 2024	BUY	$165.0 - $216.67 $152,625 - $200,419	925 Added 8.38%	11,961 $2.52 Million
Q1 2024 Apr 15, 2024	SELL	$169.0 - $195.18 $6,422 - $7,416	-38 Reduced 0.34%	11,036 $1.89 Million
Q4 2023 Jan 10, 2024	BUY	$166.89 - $198.11 $8,511 - $10,103	51 Added 0.46%	11,074 $2.13 Million
Q3 2023 Oct 05, 2023	SELL	$170.43 - $196.45 $5,624 - $6,482	-33 Reduced 0.3%	11,023 $1.89 Million
Q2 2023 Jul 13, 2023	SELL	$160.1 - $193.97 $333,168 - $403,651	-2,081 Reduced 15.84%	11,056 $2.14 Million
Q1 2023 Apr 06, 2023	BUY	$125.02 - $164.9 $22,003 - $29,022	176 Added 1.36%	13,137 $2.17 Million
Q4 2022 Jan 20, 2023	SELL	$126.04 - $155.74 $42,727 - $52,795	-339 Reduced 2.55%	12,961 $0
Q3 2022 Oct 17, 2022	SELL	$138.2 - $174.55 $12,299 - $15,534	-89 Reduced 0.66%	13,300 $1.84 Million
Q2 2022 Jul 21, 2022	SELL	$130.06 - $178.44 $20,289 - $27,836	-156 Reduced 1.15%	13,389 $1.83 Million
Q1 2022 Apr 21, 2022	SELL	$150.62 - $182.01 $86,907 - $105,019	-577 Reduced 4.09%	13,545 $2.37 Million
Q4 2021 Jan 25, 2022	BUY	$139.14 - $180.33 $99,763 - $129,296	717 Added 5.35%	14,122 $2.51 Million
Q2 2021 Aug 02, 2021	BUY	$122.77 - $136.96 $32,902 - $36,705	268 Added 2.04%	13,405 $1.84 Million
Q4 2020 Jan 25, 2021	SELL	$108.77 - $136.69 $133,243 - $167,445	-1,225 Reduced 8.53%	13,137 $1.74 Million
Q3 2020 Oct 20, 2020	BUY	$91.03 - $134.18 $981,667 - $1.45 Million	10,784 Added 301.4%	14,362 $1.66 Million
Q2 2020 Jul 20, 2020	BUY	$60.23 - $91.63 $5,420 - $8,246	90 Added 2.58%	3,578 $1.31 Million
Q1 2020 Apr 21, 2020	BUY	$56.09 - $81.8 $34,046 - $49,652	607 Added 21.07%	3,488 $887,000
Q4 2019 Jan 23, 2020	BUY	$54.74 - $73.41 $8,703 - $11,672	159 Added 5.84%	2,881 $846,000
Q3 2019 Oct 17, 2019	BUY	$48.33 - $55.99 $338 - $391	7 Added 0.26%	2,722 $610,000
Q2 2019 Jul 15, 2019	SELL	$43.33 - $52.94 $1,993 - $2,435	-46 Reduced 1.67%	2,715 $537,000
Q1 2019 Apr 16, 2019	BUY	$35.55 - $48.77 $284 - $390	8 Added 0.29%	2,761 $549,000
Q4 2018 Jan 29, 2019	BUY	$36.71 - $58.02 $293 - $464	8 Added 0.29%	2,753 $434,000
Q3 2018 Oct 17, 2018	BUY	$45.98 - $57.09 $24,645 - $30,600	536 Added 24.26%	2,745 $620,000
Q2 2018 Jul 18, 2018	SELL	$40.58 - $48.49 $18,626 - $22,256	-459 Reduced 17.2%	2,209 $409,000
Q1 2018 Apr 20, 2018	BUY	$38.79 - $45.43 $349 - $408	9 Added 0.34%	2,668 $448,000
Q4 2017 Mar 19, 2018	BUY	$38.37 - $44.1 $102,025 - $117,261	2,659	2,659 $450,000

Others Institutions Holding AAPL

# of Institutions

5,705

Shares Held

8.78B

Call Options Held

219M

Put Options Held

196M

View Full List

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

Portfolio Update

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

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.

Account

Peterson Wealth Advisors, LLC Apple Inc. Transaction History