U.S. Capital Wealth Advisors, LLC Apple Inc. Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.44 Billion
  • Q3 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 404,034 shares of AAPL stock, worth $108 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares
404,034
Previous 398,562 1.37%
Holding current value
$108 Million
Previous $81.8 Million 25.81%
% of portfolio
2.99%
Previous 2.55%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$202.38 - $256.87 $1.11 Million - $1.41 Million
5,472 Added 1.37%
404,034 $103 Million
Q2 2025

Jul 14, 2025
SELL
$172.42 - $223.89 $2.48 Million - $3.22 Million
-14,362 Reduced 3.48%
398,562 $81.8 Million
Q1 2025

Apr 29, 2025
BUY
$209.68 - $247.1 $2.52 Million - $2.97 Million
12,002 Added 2.99%
412,924 $91.7 Million
Q4 2024

Jan 24, 2025
BUY
$221.69 - $259.02 $10.2 Million - $11.9 Million
45,928 Added 12.94%
400,922 $100 Million
Q3 2024

Oct 22, 2024
BUY
$207.23 - $234.82 $5.99 Million - $6.78 Million
28,891 Added 8.86%
354,994 $82.7 Million
Q2 2024

Jul 11, 2024
BUY
$165.0 - $216.67 $1.47 Million - $1.93 Million
8,885 Added 2.8%
326,103 $68.7 Million
Q1 2024

May 10, 2024
SELL
$169.0 - $195.18 $1.98 Million - $2.29 Million
-11,732 Reduced 3.57%
317,218 $54.4 Million
Q4 2023

Feb 06, 2024
SELL
$166.89 - $198.11 $2.08 Million - $2.47 Million
-12,483 Reduced 3.66%
328,950 $63.3 Million
Q3 2023

Oct 19, 2023
BUY
$170.43 - $196.45 $266,893 - $307,640
1,566 Added 0.46%
341,433 $58.5 Million
Q2 2023

Aug 04, 2023
BUY
$160.1 - $193.97 $4.17 Million - $5.05 Million
26,049 Added 8.3%
339,867 $65.9 Million
Q1 2023

May 11, 2023
SELL
$125.02 - $164.9 $879,640 - $1.16 Million
-7,036 Reduced 2.19%
313,818 $51.7 Million
Q4 2022

Feb 03, 2023
BUY
$126.04 - $155.74 $385,430 - $476,252
3,058 Added 0.96%
320,854 $41.7 Million
Q3 2022

Nov 01, 2022
SELL
$138.2 - $174.55 $2.77 Million - $3.5 Million
-20,057 Reduced 5.94%
317,796 $43.9 Million
Q2 2022

Aug 12, 2022
SELL
$130.06 - $178.44 $1.3 Million - $1.78 Million
-9,976 Reduced 2.87%
337,853 $46.2 Million
Q1 2022

May 12, 2022
SELL
$150.62 - $182.01 $2.32 Million - $2.8 Million
-15,380 Reduced 4.23%
347,829 $60.7 Million
Q4 2021

Jan 21, 2022
SELL
$139.14 - $180.33 $2.48 Million - $3.21 Million
-17,801 Reduced 4.67%
363,209 $64.5 Million
Q3 2021

Nov 01, 2021
BUY
$137.27 - $156.69 $52.3 Million - $59.7 Million
381,010 New
381,010 $53.9 Million

Others Institutions Holding AAPL

# of Institutions
6,576
Shares Held
8.98B
Call Options Held
220M
Put Options Held
192M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.3T
  • 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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