Schechter Investment Advisors, LLC Apple Inc. Transaction History

Schechter Investment Advisors, LLC

$977 Million
Q2 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 249,378 shares of AAPL stock, worth $56.7 Million. This represents 5.38% of its overall portfolio holdings.

Number of Shares

249,378

Previous 250,369 0.4%

Holding current value

$56.7 Million

Previous $42.9 Million 22.34%

% of portfolio

5.38%

Previous 4.16%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$165.0 - $216.67 $163,515 - $214,719	-991 Reduced 0.4%	249,378 $52.5 Million
Q1 2024 May 06, 2024	SELL	$169.0 - $195.18 $272,259 - $314,434	-1,611 Reduced 0.64%	250,369 $42.9 Million
Q4 2023 Jan 17, 2024	SELL	$166.89 - $198.11 $741,492 - $880,202	-4,443 Reduced 1.73%	251,980 $48.5 Million
Q3 2023 Nov 06, 2023	BUY	$170.43 - $196.45 $858,967 - $990,108	5,040 Added 2.0%	256,423 $43.9 Million
Q2 2023 Jul 26, 2023	BUY	$160.1 - $193.97 $255,199 - $309,188	1,594 Added 0.64%	251,383 $48.8 Million
Q1 2023 Apr 28, 2023	BUY	$125.02 - $164.9 $1.49 Million - $1.97 Million	11,947 Added 5.02%	249,789 $41.2 Million
Q4 2022 Feb 13, 2023	BUY	$126.04 - $155.74 $6.64 Million - $8.2 Million	52,669 Added 28.44%	237,842 $30.9 Million
Q3 2022 Nov 04, 2022	BUY	$138.2 - $174.55 $2.02 Million - $2.55 Million	14,625 Added 8.58%	185,173 $25.6 Million
Q2 2022 Nov 03, 2022	BUY	$130.06 - $178.44 $22.2 Million - $30.4 Million	170,548 New	170,548 $23.3 Million
Q1 2022 Nov 18, 2022	SELL	$150.62 - $182.01 $2.66 Million - $3.22 Million	-17,679 Reduced 9.55%	167,494 $29.2 Million
Q4 2021 Dec 27, 2022	SELL	$139.14 - $180.33 $2.91 Million - $3.77 Million	-20,924 Reduced 11.3%	164,249 $29.2 Million

Others Institutions Holding AAPL

# of Institutions

5,714

Shares Held

9.09B

Call Options Held

188M

Put Options Held

166M

View Full List

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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Schechter Investment Advisors, LLC Apple Inc. Transaction History