Cbiz Investment Advisory Services, LLC Apple Inc. Transaction History

Cbiz Investment Advisory Services, LLC

  • $1.93 Billion
  • Q3 2024

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Apple Inc. stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 17,323 shares of AAPL stock, worth $4.41 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
17,323
Previous 20,437 15.24%
Holding current value
$4.41 Million
Previous $4.3 Million 6.27%
% of portfolio
0.21%
Previous 0.24%

Shares

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

Nov 12, 2024
SELL
$207.23 - $234.82 $645,314 - $731,229
-3,114 Reduced 15.24%
17,323 $4.03 Million
Q2 2024

Aug 09, 2024
BUY
$165.0 - $216.67 $279,840 - $367,472
1,696 Added 9.05%
20,437 $4.3 Million
Q1 2024

May 13, 2024
SELL
$169.0 - $195.18 $111,033 - $128,233
-657 Reduced 3.39%
18,741 $3.21 Million
Q4 2023

Feb 09, 2024
BUY
$166.89 - $198.11 $359,481 - $426,728
2,154 Added 12.49%
19,398 $3.73 Million
Q3 2023

Nov 03, 2023
SELL
$170.43 - $196.45 $11,930 - $13,751
-70 Reduced 0.4%
17,244 $2.95 Million
Q2 2023

Aug 08, 2023
SELL
$160.1 - $193.97 $67,242 - $81,467
-420 Reduced 2.37%
17,314 $3.36 Million
Q1 2023

May 09, 2023
BUY
$125.02 - $164.9 $2.22 Million - $2.92 Million
17,734 New
17,734 $2.92 Million
Q2 2022

Aug 02, 2022
SELL
$130.06 - $178.44 $256,738 - $352,240
-1,974 Reduced 9.69%
18,408 $2.52 Million
Q1 2022

May 03, 2022
BUY
$150.62 - $182.01 $305,156 - $368,752
2,026 Added 11.04%
20,382 $3.56 Million
Q4 2021

Feb 11, 2022
SELL
$139.14 - $180.33 $318,769 - $413,136
-2,291 Reduced 11.1%
18,356 $3.26 Million
Q3 2021

Nov 12, 2021
SELL
$137.27 - $156.69 $165,959 - $189,438
-1,209 Reduced 5.53%
20,647 $2.92 Million
Q2 2021

Aug 16, 2021
SELL
$122.77 - $136.96 $310,608 - $346,508
-2,530 Reduced 10.37%
21,856 $2.99 Million
Q1 2021

May 17, 2021
SELL
$116.36 - $143.16 $253,897 - $312,375
-2,182 Reduced 8.21%
24,386 $2.98 Million
Q4 2020

Feb 16, 2021
SELL
$108.77 - $136.69 $237,553 - $298,530
-2,184 Reduced 7.6%
26,568 $3.66 Million
Q3 2020

Nov 13, 2020
BUY
$91.03 - $134.18 $1.93 Million - $2.84 Million
21,172 Added 279.31%
28,752 $3.33 Million
Q2 2020

Aug 14, 2020
SELL
$60.23 - $91.63 $34,270 - $52,137
-569 Reduced 6.98%
7,580 $2.77 Million
Q1 2020

May 15, 2020
SELL
$56.09 - $81.8 $17,107 - $24,949
-305 Reduced 3.61%
8,149 $2.07 Million
Q4 2019

Feb 12, 2020
BUY
$54.74 - $73.41 $462,771 - $620,608
8,454 New
8,454 $2.5 Million

Others Institutions Holding AAPL

# of Institutions
5,705
Shares Held
8.78B
Call Options Held
219M
Put Options Held
196M
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 $4.09T
  • 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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