A detailed history of Primoris Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 22,064 shares of AAPL stock, worth $4.9 Million. This represents 3.7% of its overall portfolio holdings.

Number of Shares
22,064
Previous 22,179 0.52%
Holding current value
$4.9 Million
Previous $4.67 Million 10.0%
% of portfolio
3.7%
Previous 3.73%

Shares

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

Nov 01, 2024

SELL
$207.23 - $234.82 $23,831 - $27,004
-115 Reduced 0.52%
22,064 $5.14 Million
Q2 2024

Aug 01, 2024

SELL
$165.0 - $216.67 $459,195 - $602,992
-2,783 Reduced 11.15%
22,179 $4.67 Million
Q1 2024

May 07, 2024

SELL
$169.0 - $195.18 $183,365 - $211,770
-1,085 Reduced 4.17%
24,962 $4.28 Million
Q4 2023

Feb 15, 2024

BUY
$166.89 - $198.11 $131,175 - $155,714
786 Added 3.11%
26,047 $5.01 Million
Q3 2023

Oct 31, 2023

SELL
$170.43 - $196.45 $35,108 - $40,468
-206 Reduced 0.81%
25,261 $4.32 Million
Q2 2023

Aug 03, 2023

BUY
$160.1 - $193.97 $64,840 - $78,557
405 Added 1.62%
25,467 $4.94 Million
Q1 2023

Apr 25, 2023

SELL
$125.02 - $164.9 $69,511 - $91,684
-556 Reduced 2.17%
25,062 $4.13 Million
Q4 2022

Feb 03, 2023

BUY
$126.04 - $155.74 $52,180 - $64,476
414 Added 1.64%
25,618 $3.33 Million
Q3 2022

Oct 20, 2022

SELL
$138.2 - $174.55 $138,891 - $175,422
-1,005 Reduced 3.83%
25,204 $3.48 Million
Q2 2022

Jul 29, 2022

BUY
$130.06 - $178.44 $280,539 - $384,895
2,157 Added 8.97%
26,209 $3.58 Million
Q1 2022

Apr 29, 2022

SELL
$150.62 - $182.01 $7,681 - $9,282
-51 Reduced 0.21%
24,052 $4.2 Million
Q4 2021

Feb 08, 2022

BUY
$139.14 - $180.33 $3.35 Million - $4.35 Million
24,103 New
24,103 $4.28 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 $3.57T
  • 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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