A detailed history of Quantum Financial Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 62,909 shares of AAPL stock, worth $15.6 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares
62,909
Previous 61,475 2.33%
Holding current value
$15.6 Million
Previous $12.9 Million 13.16%
% of portfolio
3.56%
Previous 3.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

BUY
$207.23 - $234.82 $297,167 - $336,731
1,434 Added 2.33%
62,909 $14.7 Million
Q2 2024

Jul 15, 2024

BUY
$165.0 - $216.67 $24,585 - $32,283
149 Added 0.24%
61,475 $12.9 Million
Q1 2024

Apr 26, 2024

SELL
$169.0 - $195.18 $83,824 - $96,809
-496 Reduced 0.8%
61,326 $10.5 Million
Q4 2023

Jan 08, 2024

SELL
$166.89 - $198.11 $89,453 - $106,186
-536 Reduced 0.86%
61,822 $11.9 Million
Q3 2023

Nov 29, 2023

BUY
$170.43 - $196.45 $200,084 - $230,632
1,174 Added 1.92%
62,358 $10.7 Million
Q2 2023

Aug 10, 2023

BUY
$160.1 - $193.97 $12,487 - $15,129
78 Added 0.13%
61,184 $11.9 Million
Q1 2023

Apr 07, 2023

SELL
$125.02 - $164.9 $6,125 - $8,080
-49 Reduced 0.08%
61,106 $10.1 Million
Q4 2022

Jan 17, 2023

SELL
$126.04 - $155.74 $113,562 - $140,321
-901 Reduced 1.45%
61,155 $0
Q3 2022

Oct 24, 2022

BUY
$138.2 - $174.55 $17,413 - $21,993
126 Added 0.2%
62,056 $8.58 Million
Q2 2022

Aug 15, 2022

BUY
$130.06 - $178.44 $8.05 Million - $11.1 Million
61,930 New
61,930 $10.5 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 $3.99T
  • 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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