Summit Wealth Partners, LLC Apple Inc. Transaction History

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 19,647 shares of AAPL stock, worth $3.9 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
19,647
Previous 20,003 1.78%
Holding current value
$3.9 Million
Previous $5.01 Billion 12.87%
% of portfolio
0.89%
Previous 1.03%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$209.68 - $247.1 $74,646 - $87,967
-356 Reduced 1.78%
19,647 $4.36 Billion
Q4 2024

Jan 27, 2025
SELL
$221.69 - $259.02 $6,650 - $7,770
-30 Reduced 0.15%
20,003 $5.01 Billion
Q3 2024

Oct 28, 2024
BUY
$207.23 - $234.82 $26,939 - $30,526
130 Added 0.65%
20,033 $4.67 Billion
Q2 2024

Sep 11, 2024
BUY
$165.0 - $216.67 $151,800 - $199,336
920 Added 4.85%
19,903 $4.19 Billion
Q1 2024

Sep 11, 2024
SELL
$169.0 - $195.18 $57,629 - $66,556
-341 Reduced 1.76%
18,983 $3.26 Billion
Q4 2023

Sep 11, 2024
BUY
$166.89 - $198.11 $15,520 - $18,424
93 Added 0.48%
19,324 $3.72 Billion
Q3 2023

Sep 11, 2024
BUY
$170.43 - $196.45 $90,157 - $103,922
529 Added 2.83%
19,231 $3.29 Billion
Q2 2023

Sep 11, 2024
SELL
$160.1 - $193.97 $38,744 - $46,940
-242 Reduced 1.28%
18,702 $3.63 Billion
Q1 2023

Sep 11, 2024
BUY
$125.02 - $164.9 $46,382 - $61,177
371 Added 2.0%
18,944 $3.12 Billion
Q4 2022

Sep 11, 2024
SELL
$126.04 - $155.74 $14,116 - $17,442
-112 Reduced 0.6%
18,573 $2.41 Billion
Q3 2022

Sep 11, 2024
SELL
$138.2 - $174.55 $32,062 - $40,495
-232 Reduced 1.23%
18,685 $2.58 Billion
Q2 2022

Sep 11, 2024
BUY
$130.06 - $178.44 $509,314 - $698,771
3,916 Added 26.1%
18,917 $2.59 Billion
Q1 2022

Sep 11, 2024
BUY
$150.62 - $182.01 $53,168 - $64,249
353 Added 2.41%
15,001 $2.62 Billion
Q4 2021

Sep 10, 2024
BUY
$139.14 - $180.33 $67,204 - $87,099
483 Added 3.41%
14,648 $2.6 Billion
Q3 2021

Sep 10, 2024
BUY
$137.27 - $156.69 $143,584 - $163,897
1,046 Added 7.97%
14,165 $2 Billion
Q2 2021

Sep 10, 2024
SELL
$122.77 - $136.96 $5,156 - $5,752
-42 Reduced 0.32%
13,119 $1.8 Billion
Q1 2021

Sep 10, 2024
BUY
$116.36 - $143.16 $7,214 - $8,875
62 Added 0.47%
13,161 $1.61 Billion
Q4 2020

Sep 10, 2024
BUY
$108.77 - $136.69 $4,568 - $5,740
42 Added 0.32%
13,099 $1.74 Billion
Q3 2020

Sep 10, 2024
BUY
$91.03 - $134.18 $894,642 - $1.32 Million
9,828 Added 304.37%
13,057 $1.51 Billion
Q2 2020

Sep 10, 2024
BUY
$60.23 - $91.63 $19,695 - $29,963
327 Added 11.27%
3,229 $1.18 Billion
Q1 2020

Sep 10, 2024
BUY
$56.09 - $81.8 $70,224 - $102,413
1,252 Added 75.88%
2,902 $738 Million
Q4 2019

Sep 09, 2024
BUY
$54.74 - $73.41 $90,321 - $121,126
1,650 New
1,650 $484 Million

Others Institutions Holding AAPL

# of Institutions
6,365
Shares Held
8.96B
Call Options Held
177M
Put Options Held
167M
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 $3.19T
  • 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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