Lfa Lugano Financial Advisors Sa Apple Inc. Transaction History

Lfa Lugano Financial Advisors Sa

$152 Million
Q4 2024

A detailed history of Lfa Lugano Financial Advisors Sa transactions in Apple Inc. stock. As of the latest transaction made, Lfa Lugano Financial Advisors Sa holds 4,538 shares of AAPL stock, worth $990,509. This represents 0.75% of its overall portfolio holdings.

Number of Shares

4,538

Previous 4,378 3.65%

Holding current value

$990,509

Previous $1.02 Million 11.48%

% of portfolio

0.75%

Previous 0.7%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$221.69 - $259.02 $35,470 - $41,443	160 Added 3.65%	4,538 $1.14 Million
Q3 2024 Nov 07, 2024	BUY	$207.23 - $234.82 $25,489 - $28,882	123 Added 2.89%	4,378 $1.02 Million
Q2 2024 Jul 30, 2024	BUY	$165.0 - $216.67 $59,400 - $78,001	360 Added 9.24%	4,255 $896,000
Q1 2024 May 03, 2024	BUY	$169.0 - $195.18 $244,712 - $282,620	1,448 Added 59.17%	3,895 $667,000
Q4 2023 Jan 22, 2024	SELL	$166.89 - $198.11 $255,341 - $303,108	-1,530 Reduced 38.47%	2,447 $471,000
Q3 2023 Oct 23, 2023	SELL	$170.43 - $196.45 $452,321 - $521,378	-2,654 Reduced 40.02%	3,977 $680,000
Q2 2023 Aug 07, 2023	BUY	$160.1 - $193.97 $947,151 - $1.15 Million	5,916 Added 827.41%	6,631 $1.29 Million
Q4 2022 Feb 08, 2023	BUY	$126.04 - $155.74 $90,118 - $111,354	715 New	715 $92,000
Q2 2022 Jul 29, 2022	BUY	$130.06 - $178.44 $13,006 - $17,844	100 New	100 $13,000
Q1 2022 May 09, 2022	SELL	$150.62 - $182.01 $150,620 - $182,010	-1,000 Closed	0 $0
Q4 2021 Jan 20, 2022	SELL	$139.14 - $180.33 $122,721 - $159,051	-882 Reduced 46.87%	1,000 $178,000
Q1 2021 Apr 27, 2021	BUY	$116.36 - $143.16 $218,989 - $269,427	1,882 New	1,882 $230,000
Q2 2020 Jul 10, 2020	SELL	$60.23 - $91.63 $243,690 - $370,734	-4,046 Closed	0 $0
Q1 2020 Apr 08, 2020	SELL	$56.09 - $81.8 $7,403 - $10,797	-132 Reduced 3.16%	4,046 $1.25 Million
Q4 2019 Jan 10, 2020	BUY	$54.74 - $73.41 $139,805 - $187,489	2,554 Added 157.27%	4,178 $1.23 Million
Q2 2019 Aug 02, 2019	BUY	$43.33 - $52.94 $4,333 - $5,294	100 Added 6.56%	1,624 $321,000
Q1 2019 Apr 30, 2019	SELL	$35.55 - $48.77 $18,734 - $25,701	-527 Reduced 25.69%	1,524 $289,000
Q3 2018 Oct 11, 2018	BUY	$45.98 - $57.09 $26,438 - $32,826	575 Added 38.96%	2,051 $463,000
Q2 2018 Sep 04, 2018	SELL	$40.58 - $48.49 $10.9 Million - $13.1 Million	-269,820 Reduced 99.46%	1,476 $271,000
Q2 2018 Aug 30, 2018	BUY	$40.58 - $48.49 $11 Million - $13.2 Million	271,296 New	271,296 $271,000

Others Institutions Holding AAPL

# of Institutions

6,282

Shares Held

9.06B

Call Options Held

219M

Put Options Held

221M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.51T
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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Lfa Lugano Financial Advisors Sa Apple Inc. Transaction History