A detailed history of Safeguard Investment Advisory Group, LLC transactions in Apple Inc. stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 37,609 shares of AAPL stock, worth $8.46 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares
37,609
Previous 40,232 6.52%
Holding current value
$8.46 Million
Previous $8.47 Million 3.38%
% of portfolio
2.5%
Previous 2.63%

Shares

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

Nov 14, 2024

SELL
$207.23 - $234.82 $543,564 - $615,932
-2,623 Reduced 6.52%
37,609 $8.76 Million
Q2 2024

Aug 09, 2024

SELL
$165.0 - $216.67 $203,940 - $267,804
-1,236 Reduced 2.98%
40,232 $8.47 Million
Q1 2024

May 13, 2024

BUY
$169.0 - $195.18 $51,038 - $58,944
302 Added 0.73%
41,468 $7.11 Million
Q4 2023

Jan 26, 2024

SELL
$166.89 - $198.11 $41,555 - $49,329
-249 Reduced 0.6%
41,166 $7.93 Million
Q3 2023

Nov 14, 2023

BUY
$170.43 - $196.45 $536,172 - $618,031
3,146 Added 8.22%
41,415 $7.09 Million
Q2 2023

Aug 01, 2023

BUY
$160.1 - $193.97 $199,964 - $242,268
1,249 Added 3.37%
38,269 $7.42 Million
Q1 2023

May 04, 2023

BUY
$125.02 - $164.9 $442,945 - $584,240
3,543 Added 10.58%
37,020 $6.1 Million
Q4 2022

Jan 26, 2023

BUY
$126.04 - $155.74 $73,355 - $90,640
582 Added 1.77%
33,477 $0
Q3 2022

Oct 25, 2022

BUY
$138.2 - $174.55 $84,578 - $106,824
612 Added 1.9%
32,895 $4.55 Million
Q1 2022

May 04, 2022

BUY
$150.62 - $182.01 $337,991 - $408,430
2,244 Added 7.47%
32,283 $5.64 Million
Q4 2021

Feb 03, 2022

SELL
$139.14 - $180.33 $141,087 - $182,854
-1,014 Reduced 3.27%
30,039 $5.33 Million
Q3 2021

Oct 20, 2021

SELL
$137.27 - $156.69 $23,473 - $26,793
-171 Reduced 0.55%
31,053 $4.39 Million
Q2 2021

Jul 23, 2021

BUY
$122.77 - $136.96 $119,455 - $133,262
973 Added 3.22%
31,224 $4.28 Million
Q1 2021

May 10, 2021

SELL
$116.36 - $143.16 $58,296 - $71,723
-501 Reduced 1.63%
30,251 $3.7 Million
Q4 2020

Feb 18, 2021

BUY
$108.77 - $136.69 $3.34 Million - $4.2 Million
30,752 New
30,752 $4.08 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 $3.62T
  • 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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