A detailed history of Polaris Wealth Advisory Group, LLC transactions in Apple Inc. stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 322,877 shares of AAPL stock, worth $83.4 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares
322,877
Previous 182,127 77.28%
Holding current value
$83.4 Million
Previous $35.3 Million 56.48%
% of portfolio
4.24%
Previous 2.73%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023

BUY
$170.43 - $196.45 $24 Million - $27.7 Million
140,750 Added 77.28%
322,877 $55.3 Million
Q2 2023

Aug 07, 2023

SELL
$160.1 - $193.97 $20.9 Million - $25.4 Million
-130,796 Reduced 41.8%
182,127 $35.3 Million
Q1 2023

May 03, 2023

SELL
$125.02 - $164.9 $1.22 Million - $1.61 Million
-9,767 Reduced 3.03%
312,923 $51.6 Million
Q4 2022

Jan 19, 2023

SELL
$126.04 - $155.74 $14.9 Million - $18.4 Million
-118,188 Reduced 26.81%
322,690 $0
Q3 2022

Oct 12, 2022

SELL
$138.2 - $174.55 $2.35 Million - $2.97 Million
-17,015 Reduced 3.72%
440,878 $61.9 Million
Q2 2022

Jul 12, 2022

BUY
$130.06 - $178.44 $29.6 Million - $40.7 Million
227,908 Added 99.1%
457,893 $62.6 Million
Q1 2022

Apr 19, 2022

BUY
$150.62 - $182.01 $12,501 - $15,106
83 Added 0.04%
229,985 $39.6 Million
Q4 2021

Jan 26, 2022

BUY
$139.14 - $180.33 $487,268 - $631,515
3,502 Added 1.55%
229,902 $40.8 Million
Q3 2021

Oct 18, 2021

SELL
$137.27 - $156.69 $22.3 Million - $25.5 Million
-162,569 Reduced 41.79%
226,400 $32.4 Million
Q2 2021

Jul 23, 2021

BUY
$122.77 - $136.96 $2.65 Million - $2.95 Million
21,553 Added 5.87%
388,969 $53.4 Million
Q1 2021

Apr 19, 2021

BUY
$116.36 - $143.16 $5.01 Million - $6.17 Million
43,096 Added 13.29%
367,416 $48.9 Million
Q4 2020

Jan 25, 2021

BUY
$108.77 - $136.69 $1.44 Million - $1.81 Million
13,234 Added 4.25%
324,320 $42.8 Million
Q3 2020

Oct 15, 2020

BUY
$91.03 - $134.18 $17 Million - $25.1 Million
186,817 Added 150.33%
311,086 $36.2 Million
Q2 2020

Jul 13, 2020

SELL
$60.23 - $91.63 $835,088 - $1.27 Million
-13,865 Reduced 10.04%
124,269 $45.2 Million
Q1 2020

Apr 09, 2020

BUY
$56.09 - $81.8 $4.58 Million - $6.68 Million
81,652 Added 144.56%
138,134 $35.1 Million
Q4 2019

Jan 29, 2020

BUY
$54.74 - $73.41 $123,986 - $166,273
2,265 Added 4.18%
56,482 $17.8 Million
Q3 2019

Oct 09, 2019

BUY
$48.33 - $55.99 $249,576 - $289,132
5,164 Added 10.53%
54,217 $11.9 Million
Q2 2019

Jul 25, 2019

BUY
$43.33 - $52.94 $43,589 - $53,257
1,006 Added 2.09%
49,053 $9.89 Million
Q1 2019

Apr 09, 2019

BUY
$35.55 - $48.77 $197,338 - $270,722
5,551 Added 13.06%
48,047 $9.19 Million
Q4 2018

Jan 17, 2019

SELL
$36.71 - $58.02 $17,180 - $27,153
-468 Reduced 1.09%
42,496 $6.7 Million
Q3 2018

Oct 19, 2018

BUY
$45.98 - $57.09 $1.9 Million - $2.36 Million
41,295 Added 2474.24%
42,964 $9.7 Million
Q2 2018

Jul 09, 2018

SELL
$40.58 - $48.49 $1.28 Million - $1.53 Million
-31,495 Reduced 94.97%
1,669 $280,000
Q1 2018

Apr 09, 2018

BUY
$38.79 - $45.43 $15,360 - $17,990
396 Added 1.21%
33,164 $5.56 Million
Q4 2017

Feb 13, 2018

BUY
$38.37 - $44.1 $133,872 - $153,864
3,489 Added 11.92%
32,768 $5.55 Million
Q3 2017

Nov 01, 2017

SELL
$37.18 - $41.01 $6,320 - $6,971
-170 Reduced 0.58%
29,279 $4.51 Million
Q2 2017

Aug 09, 2017

BUY
N/A
29,449
29,449 $4.24 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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