Peterson Wealth Management Apple Inc. Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

A detailed history of Peterson Wealth Management transactions in Apple Inc. stock. As of the latest transaction made, Peterson Wealth Management holds 24,013 shares of AAPL stock, worth $6.22 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares

24,013

Previous 23,892 0.51%

Holding current value

$6.22 Million

Previous $5.03 Million 11.13%

% of portfolio

3.58%

Previous 3.12%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$207.23 - $234.82 $25,074 - $28,413	121 Added 0.51%	24,013 $5.59 Million
Q2 2024 Aug 05, 2024	BUY	$165.0 - $216.67 $62,535 - $82,117	379 Added 1.61%	23,892 $5.03 Million
Q1 2024 May 15, 2024	BUY	$169.0 - $195.18 $2.04 Million - $2.36 Million	12,069 Added 105.46%	23,513 $4.03 Million
Q4 2023 Feb 22, 2024	BUY	$166.89 - $198.11 $226,469 - $268,835	1,357 Added 13.45%	11,444 $2.2 Million
Q3 2023 Nov 14, 2023	BUY	$170.43 - $196.45 $364,379 - $420,010	2,138 Added 26.9%	10,087 $1.73 Million
Q2 2023 Aug 17, 2023	SELL	$160.1 - $193.97 $41,946 - $50,820	-262 Reduced 3.19%	7,949 $1.54 Million
Q1 2023 Aug 17, 2023	SELL	$125.02 - $164.9 $201,282 - $265,489	-1,610 Reduced 16.39%	8,211 $1.35 Million
Q4 2022 Feb 07, 2023	BUY	$126.04 - $155.74 $91,757 - $113,378	728 Added 8.01%	9,821 $1.28 Million
Q3 2022 Oct 13, 2022	BUY	$138.2 - $174.55 $456,336 - $576,364	3,302 Added 57.02%	9,093 $1.26 Million
Q2 2022 Aug 03, 2022	SELL	$130.06 - $178.44 $593,984 - $814,935	-4,567 Reduced 44.09%	5,791 $792,000
Q1 2022 Apr 26, 2022	SELL	$150.62 - $182.01 $395,076 - $477,412	-2,623 Reduced 20.21%	10,358 $1.81 Million
Q4 2021 Feb 09, 2022	BUY	$139.14 - $180.33 $68,596 - $88,902	493 Added 3.95%	12,981 $2.31 Million
Q3 2021 Nov 12, 2021	BUY	$137.27 - $156.69 $33,356 - $38,075	243 Added 1.98%	12,488 $1.77 Million
Q2 2021 Aug 03, 2021	SELL	$122.77 - $136.96 $343,510 - $383,214	-2,798 Reduced 18.6%	12,245 $1.68 Million
Q1 2021 Apr 19, 2021	BUY	$116.36 - $143.16 $892,132 - $1.1 Million	7,667 Added 103.95%	15,043 $1.84 Million
Q4 2020 Mar 10, 2021	BUY	$108.77 - $136.69 $126,281 - $158,697	1,161 Added 18.68%	7,376 $979,000
Q3 2020 Nov 03, 2020	BUY	$91.03 - $134.18 $432,665 - $637,757	4,753 Added 325.1%	6,215 $720,000
Q2 2020 Jul 22, 2020	BUY	$60.23 - $91.63 $35,535 - $54,061	590 Added 67.66%	1,462 $533,000
Q1 2020 Apr 23, 2020	BUY	$56.09 - $81.8 $48,910 - $71,329	872 New	872 $222,000

Others Institutions Holding AAPL

# of Institutions

5,706

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 $4.16T
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 Management, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Management with notifications on news.

Account

Peterson Wealth Management Apple Inc. Transaction History