Stonebridge Financial Planning Group, LLC Apple Inc. Transaction History

Stonebridge Financial Planning Group, LLC

$254 Million
Q3 2025

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 11,515 shares of AAPL stock, worth $3.08 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

11,515

Previous 12,688 9.24%

Holding current value

$3.08 Million

Previous $2.6 Million 12.64%

% of portfolio

1.16%

Previous 1.14%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	SELL	$202.38 - $256.87 $237,391 - $301,308	-1,173 Reduced 9.24%	11,515 $2.93 Million
Q2 2025 Aug 05, 2025	SELL	$172.42 - $223.89 $91,382 - $118,661	-530 Reduced 4.01%	12,688 $2.6 Million
Q1 2025 May 08, 2025	SELL	$209.68 - $247.1 $269,229 - $317,276	-1,284 Reduced 8.85%	13,218 $2.94 Million
Q4 2024 Feb 18, 2025	BUY	$221.69 - $259.02 $30,371 - $35,485	137 Added 0.95%	14,502 $3.63 Million
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

6,570

Shares Held

8.98B

Call Options Held

227M

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 $4.3T
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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Stonebridge Financial Planning Group, LLC Apple Inc. Transaction History