Sound View Wealth Advisors Group, LLC Apple Inc. Transaction History

Sound View Wealth Advisors Group, LLC

$1.21 Billion
Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Apple Inc. stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 308,775 shares of AAPL stock, worth $78.8 Million. This represents 5.92% of its overall portfolio holdings.

Number of Shares

308,775

Previous 228,462 35.15%

Holding current value

$78.8 Million

Previous $48.1 Million 49.45%

% of portfolio

5.92%

Previous 4.99%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$207.23 - $234.82 $16.6 Million - $18.9 Million	80,313 Added 35.15%	308,775 $71.9 Million
Q2 2024 Aug 05, 2024	SELL	$165.0 - $216.67 $1.36 Million - $1.79 Million	-8,262 Reduced 3.49%	228,462 $48.1 Million
Q1 2024 May 09, 2024	SELL	$169.0 - $195.18 $7.4 Million - $8.55 Million	-43,811 Reduced 15.62%	236,724 $40.6 Million
Q4 2023 Feb 08, 2024	BUY	$166.89 - $198.11 $6.38 Million - $7.57 Million	38,222 Added 15.77%	280,535 $54 Million
Q3 2023 Nov 07, 2023	BUY	$170.43 - $196.45 $3.37 Million - $3.88 Million	19,771 Added 8.88%	242,313 $41.5 Million
Q2 2023 Aug 08, 2023	SELL	$160.1 - $193.97 $3.78 Million - $4.58 Million	-23,630 Reduced 9.6%	222,542 $43.2 Million
Q1 2023 May 12, 2023	BUY	$125.02 - $164.9 $14.9 Million - $19.6 Million	119,051 Added 93.65%	246,172 $40.6 Million
Q4 2022 Feb 08, 2023	SELL	$126.04 - $155.74 $310,940 - $384,210	-2,467 Reduced 1.9%	127,121 $16.5 Million
Q3 2022 Nov 08, 2022	BUY	$138.2 - $174.55 $5,251 - $6,632	38 Added 0.03%	129,588 $17.9 Million
Q2 2022 Aug 05, 2022	BUY	$130.06 - $178.44 $176,361 - $241,964	1,356 Added 1.06%	129,550 $17.7 Million
Q1 2022 May 11, 2022	BUY	$150.62 - $182.01 $167,188 - $202,031	1,110 Added 0.87%	128,194 $22.4 Million
Q4 2021 Jan 20, 2022	SELL	$139.14 - $180.33 $281,480 - $364,807	-2,023 Reduced 1.57%	127,084 $22.6 Million
Q3 2021 Oct 21, 2021	BUY	$137.27 - $156.69 $361,843 - $413,034	2,636 Added 2.08%	129,107 $18.3 Million
Q2 2021 Jul 21, 2021	BUY	$122.77 - $136.96 $136,520 - $152,299	1,112 Added 0.89%	126,471 $17.3 Million
Q1 2021 Apr 28, 2021	SELL	$116.36 - $143.16 $398,416 - $490,179	-3,424 Reduced 2.66%	125,359 $15.3 Million
Q4 2020 Feb 02, 2021	BUY	$108.77 - $136.69 $75,812 - $95,272	697 Added 0.54%	128,783 $17.1 Million
Q3 2020 Nov 09, 2020	BUY	$91.03 - $134.18 $8.69 Million - $12.8 Million	95,416 Added 292.06%	128,086 $14.8 Million
Q2 2020 Aug 07, 2020	BUY	$60.23 - $91.63 $18,129 - $27,580	301 Added 0.93%	32,670 $11.9 Million
Q1 2020 May 12, 2020	SELL	$56.09 - $81.8 $51,322 - $74,847	-915 Reduced 2.75%	32,369 $8.23 Million
Q4 2019 Jan 27, 2020	SELL	$54.74 - $73.41 $83,423 - $111,876	-1,524 Reduced 4.38%	33,284 $9.77 Million
Q3 2019 Nov 07, 2019	SELL	$48.33 - $55.99 $109,370 - $126,705	-2,263 Reduced 6.1%	34,808 $7.8 Million
Q2 2019 Aug 07, 2019	BUY	$43.33 - $52.94 $1.61 Million - $1.96 Million	37,071 New	37,071 $7.34 Million

Others Institutions Holding AAPL

# of Institutions

5,705

Shares Held

8.78B

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 $4.1T
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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Sound View Wealth Advisors Group, LLC Apple Inc. Transaction History