Sfg Wealth Management, Llc. Apple Inc. Transaction History

Sfg Wealth Management, Llc.

$181 Million
Q3 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Apple Inc. stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 13,727 shares of AAPL stock, worth $3.2 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

13,727

Previous 13,568 1.17%

Holding current value

$3.2 Million

Previous $2.86 Million 11.9%

% of portfolio

1.76%

Previous 1.7%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$207.23 - $234.82 $32,949 - $37,336	159 Added 1.17%	13,727 $3.2 Million
Q2 2024 Jul 19, 2024	SELL	$165.0 - $216.67 $68,805 - $90,351	-417 Reduced 2.98%	13,568 $2.86 Million
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

# of Institutions

5,697

Shares Held

8.8B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.74T
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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Sfg Wealth Management, Llc. Apple Inc. Transaction History