Souders Financial Advisors Apple Inc. Transaction History

Souders Financial Advisors

$639 Million
Q2 2024

A detailed history of Souders Financial Advisors transactions in Apple Inc. stock. As of the latest transaction made, Souders Financial Advisors holds 77,003 shares of AAPL stock, worth $17.5 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares

77,003

Previous 74,720 3.06%

Holding current value

$17.5 Million

Previous $12.8 Million 26.58%

% of portfolio

2.54%

Previous 2.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 28, 2024	BUY	$165.0 - $216.67 $376,695 - $494,657	2,283 Added 3.06%	77,003 $16.2 Million
Q1 2024 May 08, 2024	BUY	$169.0 - $195.18 $670,254 - $774,083	3,966 Added 5.61%	74,720 $12.8 Million
Q4 2023 Jan 24, 2024	SELL	$166.89 - $198.11 $1.03 Million - $1.23 Million	-6,188 Reduced 8.04%	70,754 $13.6 Million
Q3 2023 Nov 06, 2023	SELL	$170.43 - $196.45 $454,707 - $524,128	-2,668 Reduced 3.35%	76,942 $13.2 Million
Q2 2023 Aug 09, 2023	SELL	$160.1 - $193.97 $414,819 - $502,576	-2,591 Reduced 3.15%	79,610 $15.4 Million
Q1 2023 May 09, 2023	BUY	$125.02 - $164.9 $395,313 - $521,413	3,162 Added 4.0%	82,201 $13.6 Million
Q4 2022 Feb 13, 2023	BUY	$126.04 - $155.74 $15,628 - $19,311	124 Added 0.16%	79,039 $10.3 Million
Q3 2022 Nov 10, 2022	SELL	$138.2 - $174.55 $1.37 Million - $1.73 Million	-9,910 Reduced 11.16%	78,915 $10.9 Million
Q2 2022 Aug 05, 2022	BUY	$130.06 - $178.44 $1.29 Million - $1.77 Million	9,902 Added 12.55%	88,825 $12.1 Million
Q1 2022 May 04, 2022	SELL	$150.62 - $182.01 $546,148 - $659,968	-3,626 Reduced 4.39%	78,923 $13.8 Million
Q4 2021 Feb 04, 2022	SELL	$139.14 - $180.33 $246,834 - $319,905	-1,774 Reduced 2.1%	82,549 $14.7 Million
Q3 2021 Nov 03, 2021	BUY	$137.27 - $156.69 $154,703 - $176,589	1,127 Added 1.35%	84,323 $11.9 Million
Q2 2021 Aug 09, 2021	SELL	$122.77 - $136.96 $608,079 - $678,362	-4,953 Reduced 5.62%	83,196 $11.4 Million
Q1 2021 May 13, 2021	SELL	$116.36 - $143.16 $29,671 - $36,505	-255 Reduced 0.29%	88,149 $10.8 Million
Q4 2020 Feb 09, 2021	BUY	$108.77 - $136.69 $98,763 - $124,114	908 Added 1.04%	88,404 $11.7 Million
Q3 2020 Nov 12, 2020	BUY	$91.03 - $134.18 $5.83 Million - $8.6 Million	64,083 Added 273.71%	87,496 $10.1 Million
Q2 2020 Aug 11, 2020	SELL	$60.23 - $91.63 $62,699 - $95,386	-1,041 Reduced 4.26%	23,413 $8.54 Million
Q1 2020 May 12, 2020	BUY	$56.09 - $81.8 $1.37 Million - $2 Million	24,454 New	24,454 $6.22 Million

Others Institutions Holding AAPL

# of Institutions

5,681

Shares Held

8.99B

Call Options Held

190M

Put Options Held

167M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.64T
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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Souders Financial Advisors Apple Inc. Transaction History