A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Apple Inc. stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 567,566 shares of AAPL stock, worth $147 Million. This represents 14.45% of its overall portfolio holdings.

Number of Shares
567,566
Previous 560,515 1.26%
Holding current value
$147 Million
Previous $118 Million 11.97%
% of portfolio
14.45%
Previous 13.79%

Shares

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

Nov 07, 2024

BUY
$207.23 - $234.82 $1.46 Million - $1.66 Million
7,051 Added 1.26%
567,566 $132 Million
Q2 2024

Jul 30, 2024

SELL
$165.0 - $216.67 $862,785 - $1.13 Million
-5,229 Reduced 0.92%
560,515 $118 Million
Q1 2024

May 08, 2024

BUY
$169.0 - $195.18 $3,380 - $3,903
20 Added 0.0%
565,744 $97 Million
Q4 2023

Feb 08, 2024

SELL
$166.89 - $198.11 $791,392 - $939,437
-4,742 Reduced 0.83%
565,724 $109 Million
Q3 2023

Nov 08, 2023

SELL
$170.43 - $196.45 $221,388 - $255,188
-1,299 Reduced 0.23%
570,466 $97.7 Million
Q2 2023

Aug 14, 2023

SELL
$160.1 - $193.97 $328,845 - $398,414
-2,054 Reduced 0.36%
571,765 $111 Million
Q1 2023

May 03, 2023

BUY
$125.02 - $164.9 $24.4 Million - $32.2 Million
195,218 Added 51.56%
573,819 $94.6 Million
Q4 2022

Feb 03, 2023

SELL
$126.04 - $155.74 $378,246 - $467,375
-3,001 Reduced 0.79%
378,601 $49.2 Million
Q3 2022

Nov 09, 2022

SELL
$138.2 - $174.55 $115,120 - $145,400
-833 Reduced 0.22%
381,602 $52.7 Million
Q2 2022

Aug 05, 2022

SELL
$130.06 - $178.44 $14,826 - $20,342
-114 Reduced 0.03%
382,435 $52.3 Million
Q1 2022

May 13, 2022

SELL
$150.62 - $182.01 $738,941 - $892,941
-4,906 Reduced 1.27%
382,549 $66.8 Million
Q4 2021

Feb 11, 2022

BUY
$139.14 - $180.33 $504,660 - $654,056
3,627 Added 0.94%
387,455 $68.8 Million
Q3 2021

Nov 12, 2021

SELL
$137.27 - $156.69 $107,894 - $123,158
-786 Reduced 0.2%
383,828 $54.3 Million
Q2 2021

Aug 13, 2021

BUY
$122.77 - $136.96 $52,545 - $58,618
428 Added 0.11%
384,614 $52.7 Million
Q1 2021

May 11, 2021

BUY
$116.36 - $143.16 $141,028 - $173,509
1,212 Added 0.32%
384,186 $46.9 Million
Q4 2020

Feb 10, 2021

SELL
$108.77 - $136.69 $291,503 - $366,329
-2,680 Reduced 0.69%
382,974 $54.8 Million
Q3 2020

Nov 13, 2020

BUY
$91.03 - $134.18 $26.7 Million - $39.3 Million
292,893 Added 315.75%
385,654 $44.7 Million
Q2 2020

Aug 13, 2020

SELL
$60.23 - $91.63 $41,076 - $62,491
-682 Reduced 0.73%
92,761 $33.8 Million
Q1 2020

May 05, 2020

SELL
$56.09 - $81.8 $824,747 - $1.2 Million
-14,704 Reduced 13.6%
93,443 $23.8 Million
Q4 2019

Feb 06, 2020

SELL
$54.74 - $73.41 $30,435 - $40,815
-556 Reduced 0.51%
108,147 $31.8 Million
Q3 2019

Nov 07, 2019

SELL
$48.33 - $55.99 $27,789 - $32,194
-575 Reduced 0.53%
108,703 $28 Million
Q2 2019

Aug 06, 2019

SELL
$43.33 - $52.94 $9,532 - $11,646
-220 Reduced 0.2%
109,278 $21.6 Million
Q1 2019

May 06, 2019

SELL
$35.55 - $48.77 $32,492 - $44,575
-914 Reduced 0.83%
109,498 $22 Million
Q4 2018

Feb 07, 2019

BUY
$36.71 - $58.02 $98,346 - $155,435
2,679 Added 2.49%
110,412 $18.9 Million
Q3 2018

Nov 13, 2018

SELL
$45.98 - $57.09 $29,703 - $36,880
-646 Reduced 0.6%
107,733 $22.5 Million
Q2 2018

Aug 14, 2018

BUY
$40.58 - $48.49 $123,931 - $148,088
3,054 Added 2.9%
108,379 $20.1 Million
Q1 2018

May 11, 2018

SELL
$38.79 - $45.43 $105,625 - $123,705
-2,723 Reduced 2.52%
105,325 $17.7 Million
Q4 2017

Feb 12, 2018

SELL
$38.37 - $44.1 $106,246 - $122,112
-2,769 Reduced 2.5%
108,048 $18.3 Million
Q2 2017

Aug 11, 2017

BUY
N/A
110,817
110,817 $16 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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