A detailed history of Level Financial Advisors, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 8,837 shares of AAPL stock, worth $2.06 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
8,837
Previous 9,037 2.21%
Holding current value
$2.06 Million
Previous $1.74 Million 12.88%
% of portfolio
0.72%
Previous 0.88%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$169.0 - $195.18 $33,800 - $39,036
-200 Reduced 2.21%
8,837 $1.52 Million
Q4 2023

Jan 22, 2024

SELL
$166.89 - $198.11 $180,408 - $214,156
-1,081 Reduced 10.68%
9,037 $1.74 Million
Q3 2023

Oct 18, 2023

SELL
$170.43 - $196.45 $22,326 - $25,734
-131 Reduced 1.28%
10,118 $1.73 Million
Q2 2023

Jul 14, 2023

BUY
$160.1 - $193.97 $32,020 - $38,794
200 Added 1.99%
10,249 $1.99 Million
Q1 2023

Apr 10, 2023

SELL
$125.02 - $164.9 $7,001 - $9,234
-56 Reduced 0.55%
10,049 $1.66 Million
Q4 2022

Jan 23, 2023

SELL
$126.04 - $155.74 $202,042 - $249,651
-1,603 Reduced 13.69%
10,105 $0
Q3 2022

Oct 18, 2022

SELL
$138.2 - $174.55 $189,610 - $239,482
-1,372 Reduced 10.49%
11,708 $1.62 Million
Q2 2022

Aug 10, 2022

SELL
$130.06 - $178.44 $98,065 - $134,543
-754 Reduced 5.45%
13,080 $1.79 Million
Q1 2022

Apr 08, 2022

SELL
$150.62 - $182.01 $122,454 - $147,974
-813 Reduced 5.55%
13,834 $2.42 Million
Q4 2021

Jan 20, 2022

BUY
$139.14 - $180.33 $2.04 Million - $2.64 Million
14,647 New
14,647 $2.6 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 $3.74T
  • 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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