Oxford Financial Group LTD Apple Inc. Transaction History

Oxford Financial Group LTD

$1.44 Billion
Q1 2024

A detailed history of Oxford Financial Group LTD transactions in Apple Inc. stock. As of the latest transaction made, Oxford Financial Group LTD holds 134,403 shares of AAPL stock, worth $30.7 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

134,403

Previous 133,707 0.52%

Holding current value

$30.7 Million

Previous $25.7 Million 10.47%

% of portfolio

1.6%

Previous 1.89%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$169.0 - $195.18 $117,624 - $135,845	696 Added 0.52%	134,403 $23 Million
Q4 2023 Feb 14, 2024	SELL	$166.89 - $198.11 $408,546 - $484,973	-2,448 Reduced 1.8%	133,707 $25.7 Million
Q3 2023 Nov 13, 2023	SELL	$170.43 - $196.45 $1.02 Million - $1.18 Million	-5,990 Reduced 4.21%	136,155 $23.3 Million
Q2 2023 Aug 10, 2023	BUY	$160.1 - $193.97 $2.07 Million - $2.51 Million	12,943 Added 10.02%	142,145 $27.6 Million
Q1 2023 May 12, 2023	BUY	$125.02 - $164.9 $523,833 - $690,931	4,190 Added 3.35%	129,202 $21.3 Million

Q4 2022 Feb 14, 2023	BUY	$126.04 - $155.74 $1.1 Million - $1.35 Million	8,700 Added 7.48%	125,012 $16.2 Million
Q3 2022 Nov 02, 2022	SELL	$138.2 - $174.55 $269,766 - $340,721	-1,952 Reduced 1.65%	116,312 $16.1 Million
Q2 2022 Aug 11, 2022	BUY	$130.06 - $178.44 $44,610 - $61,204	343 Added 0.29%	118,264 $16.2 Million
Q1 2022 May 13, 2022	SELL	$150.62 - $182.01 $1.36 Million - $1.64 Million	-9,029 Reduced 7.11%	117,921 $20.6 Million
Q4 2021 Feb 10, 2022	BUY	$139.14 - $180.33 $1.4 Million - $1.81 Million	10,031 Added 8.58%	126,950 $22.5 Million
Q3 2021 Nov 12, 2021	BUY	$137.27 - $156.69 $5.73 Million - $6.54 Million	41,739 Added 55.52%	116,919 $16.5 Million
Q2 2021 Aug 03, 2021	BUY	$122.77 - $136.96 $532,821 - $594,406	4,340 Added 6.13%	75,180 $10.3 Million
Q1 2021 May 10, 2021	SELL	$116.36 - $143.16 $271,235 - $333,705	-2,331 Reduced 3.19%	70,840 $8.65 Million
Q4 2020 Feb 10, 2021	SELL	$108.77 - $136.69 $276,384 - $347,329	-2,541 Reduced 3.36%	73,171 $9.71 Million
Q3 2020 Nov 12, 2020	BUY	$91.03 - $134.18 $5.07 Million - $7.47 Million	55,706 Added 278.45%	75,712 $8.77 Million
Q2 2020 Aug 05, 2020	SELL	$60.23 - $91.63 $5,360 - $8,155	-89 Reduced 0.44%	20,006 $7.3 Million
Q1 2020 May 12, 2020	BUY	$56.09 - $81.8 $1.13 Million - $1.64 Million	20,095 New	20,095 $5.11 Million

Others Institutions Holding AAPL

# of Institutions

5,493

Shares Held

8.82B

Call Options Held

157M

Put Options Held

155M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.68T
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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Oxford Financial Group LTD Apple Inc. Transaction History