A detailed history of Sfg Wealth Management, Llc. transactions in Apple Inc. stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 13,985 shares of AAPL stock, worth $3.1 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
13,985
Previous 15,345 8.86%
Holding current value
$3.1 Million
Previous $2.95 Million 18.82%
% of portfolio
1.47%
Previous 2.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

SELL
$169.0 - $195.18 $229,840 - $265,444
-1,360 Reduced 8.86%
13,985 $2.4 Million
Q4 2023

Jan 19, 2024

BUY
$166.89 - $198.11 $8,177 - $9,707
49 Added 0.32%
15,345 $2.95 Million
Q3 2023

Oct 19, 2023

SELL
$170.43 - $196.45 $28,291 - $32,610
-166 Reduced 1.07%
15,296 $2.62 Million
Q2 2023

Jul 14, 2023

BUY
$160.1 - $193.97 $590,128 - $714,973
3,686 Added 31.3%
15,462 $3 Million
Q1 2023

Apr 11, 2023

SELL
$125.02 - $164.9 $4,625 - $6,101
-37 Reduced 0.31%
11,776 $1.94 Million
Q4 2022

Jan 31, 2023

SELL
$126.04 - $155.74 $96,042 - $118,673
-762 Reduced 6.06%
11,813 $1.53 Million
Q3 2022

Oct 12, 2022

SELL
$138.2 - $174.55 $64,953 - $82,038
-470 Reduced 3.6%
12,575 $1.74 Million
Q2 2022

Jul 13, 2022

SELL
$130.06 - $178.44 $2,861 - $3,925
-22 Reduced 0.17%
13,045 $1.78 Million
Q1 2022

Apr 22, 2022

SELL
$150.62 - $182.01 $12,200 - $14,742
-81 Reduced 0.62%
13,067 $2.28 Million
Q4 2021

Feb 14, 2022

BUY
$139.14 - $180.33 $1.83 Million - $2.37 Million
13,148 New
13,148 $2.34 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 $3.56T
  • 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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