A detailed history of Schwallier Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 2,593 shares of AAPL stock, worth $596,804. This represents 0.44% of its overall portfolio holdings.

Number of Shares
2,593
Previous 2,645 1.97%
Holding current value
$596,804
Previous $454 Million 20.43%
% of portfolio
0.44%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$165.0 - $216.67 $8,580 - $11,266
-52 Reduced 1.97%
2,593 $546 Million
Q1 2024

May 14, 2024

SELL
$169.0 - $195.18 $265,837 - $307,018
-1,573 Reduced 37.29%
2,645 $454 Million
Q4 2023

Feb 14, 2024

BUY
$166.89 - $198.11 $703,942 - $835,627
4,218 New
4,218 $812 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 $3.7T
  • 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

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.