A detailed history of Sage Financial Management Group, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 3,578 shares of AAPL stock, worth $805,050. This represents 0.32% of its overall portfolio holdings.

Number of Shares
3,578
Previous 3,578 -0.0%
Holding current value
$805,050
Previous $754,000 10.61%
% of portfolio
0.32%
Previous 2.29%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$165.0 - $216.67 $11,385 - $14,950
-69 Reduced 1.89%
3,578 $754,000
Q4 2023

Jan 17, 2024

SELL
$166.89 - $198.11 $18,191 - $21,593
-109 Reduced 2.9%
3,647 $702,000
Q3 2023

Oct 12, 2023

BUY
$170.43 - $196.45 $640,135 - $737,866
3,756 New
3,756 $643,000
Q1 2023

May 01, 2023

SELL
$125.02 - $164.9 $17,877 - $23,580
-143 Reduced 3.64%
3,785 $624,000
Q4 2022

Jan 20, 2023

SELL
$126.04 - $155.74 $69,952 - $86,435
-555 Reduced 12.38%
3,928 $510,000
Q3 2022

Oct 24, 2022

SELL
$138.2 - $174.55 $27,639 - $34,910
-200 Reduced 4.27%
4,483 $620,000
Q2 2022

Aug 02, 2022

SELL
$130.06 - $178.44 $39,668 - $54,424
-305 Reduced 6.11%
4,683 $640,000
Q1 2022

Apr 28, 2022

BUY
$150.62 - $182.01 $124,261 - $150,158
825 Added 19.82%
4,988 $871,000
Q4 2021

Feb 08, 2022

BUY
$139.14 - $180.33 $579,239 - $750,713
4,163 New
4,163 $739,000
Q3 2021

Oct 26, 2021

SELL
$137.27 - $156.69 $581,063 - $663,268
-4,233 Closed
0 $0
Q1 2021

May 11, 2021

BUY
$116.36 - $143.16 $75,401 - $92,767
648 Added 18.08%
4,233 $517,000
Q4 2020

Feb 08, 2021

BUY
$108.77 - $136.69 $389,940 - $490,033
3,585 New
3,585 $476,000

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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