A detailed history of Peak Financial Management, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Peak Financial Management, Inc. holds 39,770 shares of AAPL stock, worth $9.05 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
39,770
Previous 39,660 0.28%
Holding current value
$9.05 Million
Previous $9.24 Million 7.83%
% of portfolio
3.01%
Previous 2.75%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

BUY
$221.69 - $259.02 $24,385 - $28,492
110 Added 0.28%
39,770 $9.96 Million
Q3 2024

Oct 15, 2024

SELL
$207.23 - $234.82 $950,149 - $1.08 Million
-4,585 Reduced 10.36%
39,660 $9.24 Million
Q2 2024

Jul 22, 2024

SELL
$165.0 - $216.67 $267,465 - $351,222
-1,621 Reduced 3.53%
44,245 $9.32 Million
Q1 2024

Apr 22, 2024

SELL
$169.0 - $195.18 $931,697 - $1.08 Million
-5,513 Reduced 10.73%
45,866 $7.87 Million
Q4 2023

Jan 18, 2024

SELL
$166.89 - $198.11 $136,349 - $161,855
-817 Reduced 1.57%
51,379 $9.89 Million
Q3 2023

Oct 24, 2023

BUY
$170.43 - $196.45 $91,520 - $105,493
537 Added 1.04%
52,196 $8.94 Million
Q2 2023

Jul 26, 2023

SELL
$160.1 - $193.97 $56,195 - $68,083
-351 Reduced 0.67%
51,659 $10 Million
Q1 2023

Apr 24, 2023

SELL
$125.02 - $164.9 $9,626 - $12,697
-77 Reduced 0.15%
52,010 $8.58 Million
Q4 2022

Jan 27, 2023

BUY
$126.04 - $155.74 $9,326 - $11,524
74 Added 0.14%
52,087 $6.77 Million
Q3 2022

Oct 28, 2022

SELL
$138.2 - $174.55 $51.2 Million - $64.7 Million
-370,832 Reduced 87.7%
52,013 $7.19 Million
Q2 2022

Jul 29, 2022

BUY
$130.06 - $178.44 $48.2 Million - $66.1 Million
370,628 Added 709.78%
422,845 $14.2 Million
Q1 2022

Apr 20, 2022

BUY
$150.62 - $182.01 $236,021 - $285,209
1,567 Added 3.09%
52,217 $9.12 Million
Q4 2021

Jan 27, 2022

BUY
$139.14 - $180.33 $230,694 - $298,987
1,658 Added 3.38%
50,650 $8.99 Million
Q3 2021

Oct 19, 2021

BUY
$137.27 - $156.69 $47,769 - $54,528
348 Added 0.72%
48,992 $6.93 Million
Q2 2021

Aug 04, 2021

SELL
$122.77 - $136.96 $92,936 - $103,678
-757 Reduced 1.53%
48,644 $6.66 Million
Q1 2021

Apr 29, 2021

BUY
$116.36 - $143.16 $80,870 - $99,496
695 Added 1.43%
49,401 $6.03 Million
Q4 2020

Jan 26, 2021

BUY
$108.77 - $136.69 $505,671 - $635,471
4,649 Added 10.55%
48,706 $6.46 Million
Q3 2020

Oct 19, 2020

BUY
$91.03 - $134.18 $3 Million - $4.42 Million
32,905 Added 295.06%
44,057 $5.1 Million
Q2 2020

Aug 06, 2020

SELL
$60.23 - $91.63 $90,224 - $137,261
-1,498 Reduced 11.84%
11,152 $4.07 Million
Q1 2020

Apr 29, 2020

SELL
$56.09 - $81.8 $7,291 - $10,634
-130 Reduced 1.02%
12,650 $3.22 Million
Q4 2019

Jan 31, 2020

SELL
$54.74 - $73.41 $2,353 - $3,156
-43 Reduced 0.34%
12,780 $3.75 Million
Q3 2019

Oct 29, 2019

SELL
$48.33 - $55.99 $14,112 - $16,349
-292 Reduced 2.23%
12,823 $2.87 Million
Q2 2019

Aug 01, 2019

BUY
$43.33 - $52.94 $22,618 - $27,634
522 Added 4.15%
13,115 $2.6 Million
Q1 2019

May 01, 2019

SELL
$35.55 - $48.77 $11,518 - $15,801
-324 Reduced 2.51%
12,593 $2.39 Million
Q4 2018

Jan 30, 2019

BUY
$36.71 - $58.02 $3,524 - $5,569
96 Added 0.75%
12,917 $2.04 Million
Q3 2018

Nov 06, 2018

BUY
$45.98 - $57.09 $459 - $570
10 Added 0.08%
12,821 $2.89 Million
Q2 2018

Jul 19, 2018

SELL
$40.58 - $48.49 $12,863 - $15,371
-317 Reduced 2.41%
12,811 $2.37 Million
Q1 2018

May 08, 2018

SELL
$38.79 - $45.43 $28,704 - $33,618
-740 Reduced 5.34%
13,128 $2.2 Million
Q4 2017

Feb 08, 2018

BUY
$38.37 - $44.1 $537 - $617
14 Added 0.1%
13,868 $2.35 Million
Q3 2017

Oct 30, 2017

BUY
$37.18 - $41.01 $2,602 - $2,870
70 Added 0.51%
13,854 $2.14 Million
Q2 2017

Aug 14, 2017

BUY
N/A
13,784
13,784 $1.99 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 $3.66T
  • 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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