A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 49,719 shares of AAPL stock, worth $11.1 Million. This represents 4.63% of its overall portfolio holdings.

Number of Shares
49,719
Previous 50,915 2.35%
Holding current value
$11.1 Million
Previous $8.73 Million 19.94%
% of portfolio
4.63%
Previous 3.86%

Shares

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

Aug 12, 2024

SELL
$165.0 - $216.67 $197,340 - $259,137
-1,196 Reduced 2.35%
49,719 $10.5 Million
Q1 2024

May 13, 2024

BUY
$169.0 - $195.18 $263,809 - $304,675
1,561 Added 3.16%
50,915 $8.73 Million
Q4 2023

Feb 13, 2024

BUY
$166.89 - $198.11 $461,283 - $547,576
2,764 Added 5.93%
49,354 $9.5 Million
Q3 2023

Nov 14, 2023

BUY
$170.43 - $196.45 $491,008 - $565,972
2,881 Added 6.59%
46,590 $7.98 Million
Q2 2023

Aug 11, 2023

BUY
$160.1 - $193.97 $154,496 - $187,181
965 Added 2.26%
43,709 $8.48 Million
Q1 2023

May 12, 2023

BUY
$125.02 - $164.9 $5.07 Million - $6.69 Million
40,574 Added 1869.77%
42,744 $7.05 Million
Q4 2022

Feb 13, 2023

SELL
$126.04 - $155.74 $5.3 Million - $6.55 Million
-42,061 Reduced 95.09%
2,170 $281,000
Q3 2022

Nov 01, 2022

SELL
$138.2 - $174.55 $248,068 - $313,317
-1,795 Reduced 3.9%
44,231 $6.11 Million
Q2 2022

Aug 09, 2022

BUY
$130.06 - $178.44 $76,995 - $105,636
592 Added 1.3%
46,026 $6.29 Million
Q1 2022

May 13, 2022

SELL
$150.62 - $182.01 $170,501 - $206,035
-1,132 Reduced 2.43%
45,434 $7.93 Million
Q4 2021

Feb 10, 2022

SELL
$139.14 - $180.33 $277,166 - $359,217
-1,992 Reduced 4.1%
46,566 $8.27 Million
Q3 2021

Nov 15, 2021

BUY
$137.27 - $156.69 $241,869 - $276,087
1,762 Added 3.77%
48,558 $6.87 Million
Q2 2021

Aug 16, 2021

BUY
$122.77 - $136.96 $50,826 - $56,701
414 Added 0.89%
46,796 $6.41 Million
Q1 2021

May 17, 2021

BUY
$116.36 - $143.16 $199,208 - $245,089
1,712 Added 3.83%
46,382 $5.67 Million
Q4 2020

Feb 19, 2021

SELL
$108.77 - $136.69 $100,394 - $126,164
-923 Reduced 2.02%
44,670 $5.93 Million
Q3 2020

Nov 13, 2020

BUY
$91.03 - $134.18 $2.95 Million - $4.35 Million
32,436 Added 246.53%
45,593 $5.28 Million
Q2 2020

Aug 18, 2020

SELL
$60.23 - $91.63 $204,721 - $311,450
-3,399 Reduced 20.53%
13,157 $4.8 Million
Q1 2020

May 15, 2020

SELL
$56.09 - $81.8 $72,019 - $105,031
-1,284 Reduced 7.2%
16,556 $4.21 Million
Q4 2019

May 15, 2020

BUY
$54.74 - $73.41 $976,561 - $1.31 Million
17,840 New
17,840 $5.24 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 $3.59T
  • 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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