Sequoia Financial Advisors, LLC Apple Inc. Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 1,337,633 shares of AAPL stock, worth $305 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares
1,337,633
Previous 1,271,706 5.18%
Holding current value
$305 Million
Previous $268 Million 16.31%
% of portfolio
3.49%
Previous 3.32%

Shares

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

Oct 21, 2024
BUY
$207.23 - $234.82 $13.7 Million - $15.5 Million
65,927 Added 5.18%
1,337,633 $312 Million
Q2 2024

Jul 15, 2024
BUY
$165.0 - $216.67 $3.59 Million - $4.71 Million
21,734 Added 1.74%
1,271,706 $268 Million
Q1 2024

Apr 30, 2024
SELL
$169.0 - $195.18 $2.19 Million - $2.53 Million
-12,952 Reduced 1.03%
1,249,972 $214 Million
Q4 2023

Jan 25, 2024
BUY
$166.89 - $198.11 $74 Million - $87.9 Million
443,462 Added 54.12%
1,262,924 $243 Million
Q3 2023

Nov 08, 2023
BUY
$170.43 - $196.45 $1.89 Million - $2.18 Million
11,108 Added 1.37%
819,462 $140 Million
Q2 2023

Aug 08, 2023
BUY
$160.1 - $193.97 $9.83 Million - $11.9 Million
61,380 Added 8.22%
808,354 $157 Million
Q1 2023

Apr 24, 2023
BUY
$125.02 - $164.9 $2.94 Million - $3.88 Million
23,547 Added 3.25%
746,974 $123 Million
Q4 2022

Feb 10, 2023
SELL
$126.04 - $155.74 $395,009 - $488,089
-3,134 Reduced 0.43%
723,427 $94 Million
Q4 2022

Jan 17, 2023
BUY
$126.04 - $155.74 $32 Million - $39.6 Million
253,989 Added 53.75%
726,561 $0
Q3 2022

Oct 26, 2022
SELL
$138.2 - $174.55 $4.67 Million - $5.9 Million
-33,787 Reduced 6.67%
472,572 $65.3 Million
Q2 2022

Jul 22, 2022
SELL
$130.06 - $178.44 $7.28 Million - $9.98 Million
-55,945 Reduced 9.95%
506,359 $69.2 Million
Q1 2022

May 13, 2022
SELL
$150.62 - $182.01 $3.48 Million - $4.21 Million
-23,119 Reduced 3.95%
562,304 $98.2 Million
Q4 2021

Feb 11, 2022
BUY
$139.14 - $180.33 $55.2 Million - $71.6 Million
396,893 Added 210.52%
585,423 $104 Million
Q3 2021

Oct 26, 2021
SELL
$137.27 - $156.69 $44.8 Million - $51.1 Million
-326,430 Reduced 63.39%
188,530 $26.7 Million
Q2 2021

Jul 27, 2021
BUY
$122.77 - $136.96 $9.27 Million - $10.3 Million
75,520 Added 17.19%
514,960 $70.5 Million
Q1 2021

May 14, 2021
BUY
$116.36 - $143.16 $2.77 Million - $3.4 Million
23,771 Added 5.72%
439,440 $53.7 Million
Q4 2020

Feb 12, 2021
BUY
$108.77 - $136.69 $1.28 Million - $1.61 Million
11,807 Added 2.92%
415,669 $55.2 Million
Q3 2020

Oct 23, 2020
BUY
$91.03 - $134.18 $27.7 Million - $40.9 Million
304,581 Added 306.79%
403,862 $46.8 Million
Q2 2020

Aug 11, 2020
BUY
$60.23 - $91.63 $97,873 - $148,898
1,625 Added 1.66%
99,281 $36.2 Million
Q1 2020

May 11, 2020
SELL
$56.09 - $81.8 $400,370 - $583,888
-7,138 Reduced 6.81%
97,656 $24.8 Million
Q4 2019

Feb 13, 2020
SELL
$54.74 - $73.41 $44,667 - $59,902
-816 Reduced 0.77%
104,794 $30.8 Million
Q3 2019

Oct 22, 2019
SELL
$48.33 - $55.99 $546,998 - $633,694
-11,318 Reduced 9.68%
105,610 $23.7 Million
Q2 2019

Jul 31, 2019
BUY
$43.33 - $52.94 $58,495 - $71,469
1,350 Added 1.17%
116,928 $23.1 Million
Q1 2019

May 13, 2019
BUY
$35.55 - $48.77 $717,185 - $983,885
20,174 Added 21.15%
115,578 $22 Million
Q4 2018

Feb 14, 2019
BUY
$36.71 - $58.02 $31,350 - $49,549
854 Added 0.9%
95,404 $15 Million
Q3 2018

Nov 14, 2018
SELL
$45.98 - $57.09 $13,610 - $16,898
-296 Reduced 0.31%
94,550 $21.3 Million
Q2 2018

Aug 14, 2018
SELL
$40.58 - $48.49 $4.25 Million - $5.08 Million
-104,711 Reduced 52.47%
94,846 $17.6 Million
Q1 2018

May 14, 2018
SELL
$38.79 - $45.43 $229,132 - $268,355
-5,907 Reduced 2.87%
199,557 $33.5 Million
Q4 2017

Feb 13, 2018
BUY
$38.37 - $44.1 $290,499 - $333,881
7,571 Added 3.83%
205,464 $34.8 Million
Q3 2017

Nov 13, 2017
BUY
$37.18 - $41.01 $81,275 - $89,647
2,186 Added 1.12%
197,893 $30.5 Million
Q2 2017

Aug 09, 2017
BUY
N/A
195,707
195,707 $28.2 Million

Others Institutions Holding AAPL

# of Institutions
5,690
Shares Held
8.82B
Call Options Held
192M
Put Options Held
168M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.67T
  • 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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