Lee Financial CO Apple Inc. Transaction History

Lee Financial CO

$611 Million
Q2 2024

A detailed history of Lee Financial CO transactions in Apple Inc. stock. As of the latest transaction made, Lee Financial CO holds 75,849 shares of AAPL stock, worth $16.7 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares

75,849

Previous 73,530 3.15%

Holding current value

$16.7 Million

Previous $12.6 Million 26.71%

% of portfolio

2.62%

Previous 2.11%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$165.0 - $216.67 $382,635 - $502,457	2,319 Added 3.15%	75,849 $16 Million
Q1 2024 May 15, 2024	BUY	$169.0 - $195.18 $160,381 - $185,225	949 Added 1.31%	73,530 $12.6 Million
Q4 2023 Feb 08, 2024	SELL	$166.89 - $198.11 $111,649 - $132,535	-669 Reduced 0.91%	72,581 $14 Million
Q3 2023 Nov 09, 2023	BUY	$170.43 - $196.45 $264,336 - $304,693	1,551 Added 2.16%	73,250 $12.5 Million
Q2 2023 Aug 08, 2023	SELL	$160.1 - $193.97 $48,030 - $58,191	-300 Reduced 0.42%	71,699 $13.9 Million
Q1 2023 May 15, 2023	SELL	$125.02 - $164.9 $5.45 Million - $7.18 Million	-43,559 Reduced 37.69%	71,999 $11.9 Million
Q4 2022 Feb 09, 2023	SELL	$126.04 - $155.74 $61,507 - $76,001	-488 Reduced 0.42%	115,558 $15 Million
Q3 2022 Nov 01, 2022	BUY	$138.2 - $174.55 $4.85 Million - $6.12 Million	35,088 Added 43.34%	116,046 $16 Million
Q2 2022 Aug 10, 2022	BUY	$130.06 - $178.44 $924,596 - $1.27 Million	7,109 Added 9.63%	80,958 $11.1 Million
Q1 2022 May 11, 2022	BUY	$150.62 - $182.01 $156,795 - $189,472	1,041 Added 1.43%	73,849 $12.9 Million
Q4 2021 Feb 08, 2022	SELL	$139.14 - $180.33 $177,542 - $230,101	-1,276 Reduced 1.72%	72,808 $12.9 Million
Q3 2021 Nov 12, 2021	BUY	$137.27 - $156.69 $884,979 - $1.01 Million	6,447 Added 9.53%	74,084 $10.5 Million
Q2 2021 Aug 04, 2021	SELL	$122.77 - $136.96 $87,657 - $97,789	-714 Reduced 1.04%	67,637 $9.26 Million
Q1 2021 May 13, 2021	SELL	$116.36 - $143.16 $280,776 - $345,445	-2,413 Reduced 3.41%	68,351 $8.35 Million
Q4 2020 Feb 12, 2021	SELL	$108.77 - $136.69 $1.14 Million - $1.43 Million	-10,470 Reduced 12.89%	70,764 $9.39 Million
Q3 2020 Nov 03, 2020	BUY	$91.03 - $134.18 $5.4 Million - $7.97 Million	59,374 Added 271.61%	81,234 $9.41 Million
Q2 2020 Aug 11, 2020	BUY	$60.23 - $91.63 $96,488 - $146,791	1,602 Added 7.91%	21,860 $7.98 Million
Q1 2020 May 07, 2020	BUY	$56.09 - $81.8 $3,870 - $5,644	69 Added 0.34%	20,258 $5.15 Million
Q4 2019 Feb 14, 2020	SELL	$54.74 - $73.41 $61,144 - $81,998	-1,117 Reduced 5.24%	20,189 $5.93 Million
Q3 2019 Nov 08, 2019	SELL	$48.33 - $55.99 $24,406 - $28,274	-505 Reduced 2.32%	21,306 $4.77 Million
Q2 2019 Jul 30, 2019	BUY	$43.33 - $52.94 $7,452 - $9,105	172 Added 0.79%	21,811 $4.32 Million
Q1 2019 Apr 30, 2019	BUY	$35.55 - $48.77 $45,397 - $62,279	1,277 Added 6.27%	21,639 $4.11 Million
Q4 2018 Feb 11, 2019	SELL	$36.71 - $58.02 $7,452 - $11,778	-203 Reduced 0.99%	20,362 $3.21 Million
Q3 2018 Nov 07, 2018	SELL	$45.98 - $57.09 $111,363 - $138,271	-2,422 Reduced 10.54%	20,565 $4.64 Million
Q2 2018 Aug 14, 2018	SELL	$40.58 - $48.49 $12,376 - $14,789	-305 Reduced 1.31%	22,987 $4.26 Million
Q1 2018 May 09, 2018	BUY	$38.79 - $45.43 $74,825 - $87,634	1,929 Added 9.03%	23,292 $3.91 Million
Q4 2017 Feb 09, 2018	BUY	$38.37 - $44.1 $33,074 - $38,014	862 Added 4.2%	21,363 $3.62 Million
Q3 2017 Nov 07, 2017	BUY	$37.18 - $41.01 $762,227 - $840,746	20,501	20,501 $3.16 Million

Others Institutions Holding AAPL

# of Institutions

5,672

Shares Held

8.98B

Call Options Held

190M

Put Options Held

167M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.55T
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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