A detailed history of Wealth Plan Investment Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 356,886 shares of AAPL stock, worth $92.1 Million. This represents 9.0% of its overall portfolio holdings.

Number of Shares
356,886
Previous 269,047 32.65%
Holding current value
$92.1 Million
Previous $56.7 Million 46.68%
% of portfolio
9.0%
Previous 9.24%

Shares

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

Nov 05, 2024

BUY
$207.23 - $234.82 $18.2 Million - $20.6 Million
87,839 Added 32.65%
356,886 $83.1 Million
Q2 2024

Aug 09, 2024

SELL
$165.0 - $216.67 $722,040 - $948,147
-4,376 Reduced 1.6%
269,047 $56.7 Million
Q1 2024

May 16, 2024

SELL
$169.0 - $195.18 $382,447 - $441,692
-2,263 Reduced 0.82%
273,423 $46.9 Million
Q4 2023

Jan 05, 2024

SELL
$166.89 - $198.11 $9,679 - $11,490
-58 Reduced 0.02%
275,686 $53.1 Million
Q3 2023

Nov 15, 2023

SELL
$170.43 - $196.45 $10.2 Million - $11.8 Million
-60,058 Reduced 17.88%
275,744 $47.2 Million
Q3 2023

Nov 09, 2023

BUY
$170.43 - $196.45 $30 Million - $34.6 Million
176,151 Added 110.34%
335,802 $57.5 Million
Q2 2023

Aug 14, 2023

BUY
$160.1 - $193.97 $24.5 Million - $29.7 Million
153,096 Added 2335.56%
159,651 $31 Million
Q2 2023

Jul 25, 2023

SELL
$160.1 - $193.97 $44.6 Million - $54 Million
-278,517 Reduced 97.7%
6,555 $1.27 Million
Q1 2023

May 08, 2023

SELL
$125.02 - $164.9 $42.1 Million - $55.6 Million
-336,877 Reduced 54.16%
285,072 $47 Million
Q4 2022

Feb 15, 2023

BUY
$126.04 - $155.74 $36,677 - $45,320
291 Added 0.05%
621,949 $80.8 Million
Q3 2022

Dec 12, 2022

BUY
$138.2 - $174.55 $2.53 Million - $3.2 Million
18,337 Added 3.04%
621,658 $87.6 Million
Q1 2022

Sep 07, 2022

BUY
$150.62 - $182.01 $90.9 Million - $110 Million
603,321 New
603,321 $95.1 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
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.