Stonebridge Financial Planning Group, LLC Apple Inc. Transaction History

Stonebridge Financial Planning Group, LLC

  • $202 Million
  • Q3 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Apple Inc. stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 14,365 shares of AAPL stock, worth $3.37 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
14,365
Previous 14,201 1.15%
Holding current value
$3.37 Million
Previous $2.99 Million 11.84%
% of portfolio
1.66%
Previous 1.56%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$207.23 - $234.82 $33,985 - $38,510
164 Added 1.15%
14,365 $3.35 Million
Q2 2024

Aug 07, 2024
SELL
$165.0 - $216.67 $123,750 - $162,502
-750 Reduced 5.02%
14,201 $2.99 Million
Q1 2024

May 13, 2024
SELL
$169.0 - $195.18 $17,069 - $19,713
-101 Reduced 0.67%
14,951 $2.56 Million
Q4 2023

Feb 05, 2024
BUY
$166.89 - $198.11 $122,330 - $145,214
733 Added 5.12%
15,052 $2.9 Million
Q3 2023

Nov 07, 2023
BUY
$170.43 - $196.45 $4,260 - $4,911
25 Added 0.17%
14,319 $2.45 Million
Q2 2023

Aug 11, 2023
SELL
$160.1 - $193.97 $20,973 - $25,410
-131 Reduced 0.91%
14,294 $2.77 Million
Q1 2023

May 03, 2023
BUY
$125.02 - $164.9 $7,126 - $9,399
57 Added 0.4%
14,425 $2.38 Million
Q4 2022

Jan 18, 2023
BUY
$126.04 - $155.74 $88,228 - $109,018
700 Added 5.12%
14,368 $0
Q3 2022

Oct 31, 2022
BUY
$138.2 - $174.55 $6,909 - $8,727
50 Added 0.37%
13,668 $1.89 Million
Q2 2022

Aug 01, 2022
BUY
$130.06 - $178.44 $320,077 - $439,140
2,461 Added 22.06%
13,618 $1.86 Million
Q1 2022

May 10, 2022
BUY
$150.62 - $182.01 $108,446 - $131,047
720 Added 6.9%
11,157 $1.95 Million
Q4 2021

Feb 02, 2022
SELL
$139.14 - $180.33 $13,913 - $18,033
-100 Reduced 0.95%
10,437 $1.78 Million
Q3 2021

Nov 08, 2021
SELL
$137.27 - $156.69 $36,102 - $41,209
-263 Reduced 2.44%
10,537 $1.6 Million
Q2 2021

Jul 28, 2021
BUY
$122.77 - $136.96 $70,101 - $78,204
571 Added 5.58%
10,800 $1.56 Million
Q1 2021

May 06, 2021
SELL
$116.36 - $143.16 $73,888 - $90,906
-635 Reduced 5.84%
10,229 $1.34 Million
Q3 2020

Oct 26, 2020
BUY
$91.03 - $134.18 $752,727 - $1.11 Million
8,269 Added 318.65%
10,864 $1.29 Million
Q2 2020

Jul 24, 2020
BUY
$60.23 - $91.63 $6,023 - $9,163
100 Added 4.01%
2,595 $945,000
Q1 2020

Apr 15, 2020
SELL
$56.09 - $81.8 $6,338 - $9,243
-113 Reduced 4.33%
2,495 $664,000
Q4 2019

Feb 07, 2020
BUY
$54.74 - $73.41 $142,761 - $191,453
2,608 New
2,608 $766,000

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.

AAPL Quotes by TradingView
  • 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
Track This Portfolio

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email