Optimum Investment Advisors Apple Inc. Transaction History

Optimum Investment Advisors

  • $216 Million
  • Q1 2024

A detailed history of Optimum Investment Advisors transactions in Apple Inc. stock. As of the latest transaction made, Optimum Investment Advisors holds 94,733 shares of AAPL stock, worth $21 Million. This represents 7.53% of its overall portfolio holdings.

Number of Shares
94,733
Previous 96,996 2.33%
Holding current value
$21 Million
Previous $18.7 Million 13.01%
% of portfolio
7.53%
Previous 9.44%

Shares

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

Apr 11, 2024
SELL
$169.0 - $195.18 $382,447 - $441,692
-2,263 Reduced 2.33%
94,733 $16.2 Million
Q4 2023

Jan 08, 2024
BUY
$166.89 - $198.11 $164,553 - $195,336
986 Added 1.03%
96,996 $18.7 Million
Q3 2023

Oct 13, 2023
SELL
$170.43 - $196.45 $357,732 - $412,348
-2,099 Reduced 2.14%
96,010 $16.4 Million
Q2 2023

Aug 03, 2023
BUY
$160.1 - $193.97 $67,242 - $81,467
420 Added 0.43%
98,109 $19 Million
Q1 2023

May 03, 2023
SELL
$125.02 - $164.9 $707,613 - $933,334
-5,660 Reduced 5.48%
97,689 $16.1 Million
Q4 2022

Jan 05, 2023
SELL
$126.04 - $155.74 $1.05 Million - $1.29 Million
-8,295 Reduced 7.43%
103,349 $0
Q3 2022

Oct 24, 2022
SELL
$138.2 - $174.55 $159,621 - $201,605
-1,155 Reduced 1.02%
111,644 $15.4 Million
Q2 2022

Jul 12, 2022
SELL
$130.06 - $178.44 $70,622 - $96,892
-543 Reduced 0.48%
112,799 $15.4 Million
Q1 2022

Apr 08, 2022
SELL
$150.62 - $182.01 $351,998 - $425,357
-2,337 Reduced 2.02%
113,342 $19.8 Million
Q4 2021

Mar 17, 2022
SELL
$139.14 - $180.33 $373,034 - $483,464
-2,681 Reduced 2.27%
115,679 $20.5 Million
Q3 2021

Oct 22, 2021
SELL
$137.27 - $156.69 $8.84 Million - $10.1 Million
-64,402 Reduced 35.24%
118,360 $16.7 Million
Q3 2021

Oct 12, 2021
SELL
$137.27 - $156.69 $76,871 - $87,746
-560 Reduced 0.31%
182,762 $25 Million
Q2 2021

Aug 02, 2021
SELL
$122.77 - $136.96 $3.88 Million - $4.33 Million
-31,597 Reduced 14.7%
183,322 $25.1 Million
Q1 2021

Apr 15, 2021
SELL
$116.36 - $143.16 $745,518 - $917,226
-6,407 Reduced 2.89%
214,919 $26.3 Million
Q4 2020

Jan 21, 2021
SELL
$108.77 - $136.69 $530,580 - $666,773
-4,878 Reduced 2.16%
221,326 $29.4 Million
Q3 2020

Oct 06, 2020
BUY
$91.03 - $134.18 $15.2 Million - $22.4 Million
167,219 Added 283.49%
226,204 $26.2 Million
Q2 2020

Jul 16, 2020
SELL
$60.23 - $91.63 $31,861 - $48,472
-529 Reduced 0.89%
58,985 $21.5 Million
Q1 2020

Apr 21, 2020
SELL
$56.09 - $81.8 $143,085 - $208,671
-2,551 Reduced 4.11%
59,514 $15.1 Million
Q4 2019

Jan 22, 2020
SELL
$54.74 - $73.41 $69,574 - $93,304
-1,271 Reduced 2.01%
62,065 $18.2 Million
Q3 2019

Oct 17, 2019
SELL
$48.33 - $55.99 $4,349 - $5,039
-90 Reduced 0.14%
63,336 $14.2 Million
Q2 2019

Jul 29, 2019
SELL
$43.33 - $52.94 $80,073 - $97,833
-1,848 Reduced 2.83%
63,426 $12.6 Million
Q1 2019

May 03, 2019
SELL
$35.55 - $48.77 $17,881 - $24,531
-503 Reduced 0.76%
65,274 $12.4 Million
Q4 2018

Feb 04, 2019
SELL
$36.71 - $58.02 $46,952 - $74,207
-1,279 Reduced 1.91%
65,777 $10.4 Million
Q3 2018

Oct 05, 2018
SELL
$45.98 - $57.09 $4,643 - $5,766
-101 Reduced 0.15%
67,056 $15.1 Million
Q2 2018

Oct 05, 2018
BUY
$40.58 - $48.49 $19,356 - $23,129
477 Added 0.72%
67,157 $12.4 Million
Q1 2018

May 09, 2018
BUY
$38.79 - $45.43 $4,771 - $5,587
123 Added 0.18%
66,680 $11.2 Million
Q4 2017

Jan 16, 2018
SELL
$38.37 - $44.1 $8,671 - $9,966
-226 Reduced 0.34%
66,557 $11.3 Million
Q3 2017

Nov 21, 2017
SELL
$37.18 - $41.01 $23,014 - $25,385
-619 Reduced 0.92%
66,783 $10.3 Million
Q2 2017

Aug 14, 2017
BUY
N/A
67,402
67,402 $9.71 Million

Others Institutions Holding AAPL

# of Institutions
5,488
Shares Held
8.82B
Call Options Held
157M
Put Options Held
155M
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 $3.56T
  • 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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