Wealth Effects LLC Apple Inc. Transaction History

Wealth Effects LLC

  • $268 Million
  • Q3 2025

A detailed history of Wealth Effects LLC transactions in Apple Inc. stock. As of the latest transaction made, Wealth Effects LLC holds 81,549 shares of AAPL stock, worth $21.8 Million. This represents 7.75% of its overall portfolio holdings.

Number of Shares
81,549
Previous 83,766 2.65%
Holding current value
$21.8 Million
Previous $17.2 Million 20.82%
% of portfolio
7.75%
Previous 7.12%

Shares

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

Oct 27, 2025
SELL
$202.38 - $256.87 $448,676 - $569,480
-2,217 Reduced 2.65%
81,549 $20.8 Million
Q2 2025

Jul 15, 2025
SELL
$172.42 - $223.89 $388,289 - $504,200
-2,252 Reduced 2.62%
83,766 $17.2 Million
Q1 2025

Apr 23, 2025
SELL
$209.68 - $247.1 $385,182 - $453,922
-1,837 Reduced 2.09%
86,018 $19.1 Million
Q4 2024

Jan 22, 2025
SELL
$221.69 - $259.02 $611,199 - $714,118
-2,757 Reduced 3.04%
87,855 $22 Million
Q3 2024

Oct 21, 2024
SELL
$207.23 - $234.82 $277,480 - $314,423
-1,339 Reduced 1.46%
90,612 $21.1 Million
Q2 2024

Aug 02, 2024
BUY
$165.0 - $216.67 $442,365 - $580,892
2,681 Added 3.0%
91,951 $19.4 Million
Q1 2024

Apr 22, 2024
SELL
$169.0 - $195.18 $1.11 Million - $1.28 Million
-6,568 Reduced 6.85%
89,270 $15.3 Million
Q4 2023

Jan 29, 2024
BUY
$166.89 - $198.11 $964,457 - $1.14 Million
5,779 Added 6.42%
95,838 $18.5 Million
Q3 2023

Oct 16, 2023
SELL
$170.43 - $196.45 $456,241 - $525,896
-2,677 Reduced 2.89%
90,059 $15.4 Million
Q2 2023

Jul 18, 2023
SELL
$160.1 - $193.97 $223,979 - $271,364
-1,399 Reduced 1.49%
92,736 $18 Million
Q1 2023

May 04, 2023
SELL
$125.02 - $164.9 $196,031 - $258,563
-1,568 Reduced 1.64%
94,135 $15.5 Million
Q4 2022

Feb 02, 2023
SELL
$126.04 - $155.74 $2.31 Million - $2.86 Million
-18,344 Reduced 16.08%
95,703 $12.4 Million
Q3 2022

Nov 14, 2022
SELL
$138.2 - $174.55 $22,664 - $28,626
-164 Reduced 0.14%
114,047 $15.8 Million
Q2 2022

Aug 03, 2022
BUY
$130.06 - $178.44 $828,222 - $1.14 Million
6,368 Added 5.9%
114,211 $15.6 Million
Q1 2022

May 16, 2022
SELL
$150.62 - $182.01 $163,874 - $198,026
-1,088 Reduced 1.0%
107,843 $18.8 Million
Q4 2021

Feb 09, 2022
BUY
$139.14 - $180.33 $15.2 Million - $19.6 Million
108,931 New
108,931 $19.3 Million

Others Institutions Holding AAPL

# of Institutions
6,592
Shares Held
9B
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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