Sterling Financial Planning, Inc. Apple Inc. Transaction History

Sterling Financial Planning, Inc.

$263 Million
Q3 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 15,067 shares of AAPL stock, worth $3.54 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

15,067

Previous 15,304 1.55%

Holding current value

$3.54 Million

Previous $3.22 Million 8.87%

% of portfolio

1.33%

Previous 1.34%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$207.23 - $234.82 $49,113 - $55,652	-237 Reduced 1.55%	15,067 $3.51 Million
Q2 2024 Jul 30, 2024	BUY	$165.0 - $216.67 $15,510 - $20,366	94 Added 0.62%	15,304 $3.22 Million
Q1 2024 May 06, 2024	SELL	$169.0 - $195.18 $47,320 - $54,650	-280 Reduced 1.81%	15,210 $2.61 Million
Q4 2023 Jan 31, 2024	SELL	$166.89 - $198.11 $42,390 - $50,319	-254 Reduced 1.61%	15,490 $2.98 Million
Q3 2023 Nov 03, 2023	SELL	$170.43 - $196.45 $177,417 - $204,504	-1,041 Reduced 6.2%	15,744 $2.7 Million
Q2 2023 Jul 28, 2023	SELL	$160.1 - $193.97 $59,237 - $71,768	-370 Reduced 2.16%	16,785 $3.26 Million
Q1 2023 May 03, 2023	BUY	$125.02 - $164.9 $277,294 - $365,748	2,218 Added 14.85%	17,155 $2.83 Million
Q4 2022 Feb 06, 2023	BUY	$126.04 - $155.74 $1,764 - $2,180	14 Added 0.09%	14,937 $1.94 Million
Q3 2022 Nov 01, 2022	SELL	$138.2 - $174.55 $9,397 - $11,869	-68 Reduced 0.45%	14,923 $2.06 Million
Q2 2022 Jul 27, 2022	SELL	$130.06 - $178.44 $11,705 - $16,059	-90 Reduced 0.6%	14,991 $2.05 Million
Q1 2022 May 10, 2022	SELL	$150.62 - $182.01 $306,059 - $369,844	-2,032 Reduced 11.87%	15,081 $2.63 Million
Q4 2021 Feb 02, 2022	SELL	$139.14 - $180.33 $56,908 - $73,754	-409 Reduced 2.33%	17,113 $3.04 Million
Q3 2021 Oct 28, 2021	BUY	$137.27 - $156.69 $125,739 - $143,528	916 Added 5.52%	17,522 $2.48 Million
Q2 2021 Aug 02, 2021	BUY	$122.77 - $136.96 $75,135 - $83,819	612 Added 3.83%	16,606 $2.27 Million
Q1 2021 Apr 28, 2021	SELL	$116.36 - $143.16 $62,136 - $76,447	-534 Reduced 3.23%	15,994 $1.95 Million
Q4 2020 Feb 10, 2021	BUY	$108.77 - $136.69 $1.8 Million - $2.26 Million	16,528 New	16,528 $2.19 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 $3.78T
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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Sterling Financial Planning, Inc. Apple Inc. Transaction History