Wealth Plan Investment Management, LLC Apple Inc. Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

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 386,371 shares of AAPL stock, worth $103 Million. This represents 7.13% of its overall portfolio holdings.

Number of Shares
386,371
Previous 391,440 1.29%
Holding current value
$103 Million
Previous $80.3 Million 22.5%
% of portfolio
7.13%
Previous 6.32%

Shares

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

Oct 27, 2025
SELL
$202.38 - $256.87 $1.03 Million - $1.3 Million
-5,069 Reduced 1.29%
386,371 $98.4 Million
Q2 2025

Jul 28, 2025
BUY
$172.42 - $223.89 $5.57 Million - $7.24 Million
32,320 Added 9.0%
391,440 $80.3 Million
Q1 2025

May 09, 2025
SELL
$209.68 - $247.1 $588,152 - $693,115
-2,805 Reduced 0.78%
359,120 $79.8 Million
Q4 2024

Jan 30, 2025
BUY
$221.69 - $259.02 $1.12 Million - $1.31 Million
5,039 Added 1.41%
361,925 $90.6 Million
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

# 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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