Strategic Family Wealth Counselors, L.L.C. Apple Inc. Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Apple Inc. stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 27,257 shares of AAPL stock, worth $6.94 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares

27,257

Previous 26,839 1.56%

Holding current value

$6.94 Million

Previous $5.65 Million 12.31%

% of portfolio

2.26%

Previous 2.17%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$207.23 - $234.82 $86,622 - $98,154	418 Added 1.56%	27,257 $6.35 Million
Q2 2024 Aug 14, 2024	SELL	$165.0 - $216.67 $22,935 - $30,117	-139 Reduced 0.52%	26,839 $5.65 Million
Q1 2024 May 14, 2024	SELL	$169.0 - $195.18 $1.17 Million - $1.35 Million	-6,922 Reduced 20.42%	26,978 $4.63 Million
Q4 2023 Jan 29, 2024	BUY	$166.89 - $198.11 $2,336 - $2,773	14 Added 0.04%	33,900 $6.53 Million
Q3 2023 Nov 13, 2023	BUY	$170.43 - $196.45 $14,486 - $16,698	85 Added 0.25%	33,886 $5.8 Million
Q2 2023 Aug 10, 2023	SELL	$160.1 - $193.97 $640 - $775	-4 Reduced 0.01%	33,801 $6.56 Million
Q1 2023 May 15, 2023	BUY	$125.02 - $164.9 $282,795 - $373,003	2,262 Added 7.17%	33,805 $5.57 Million
Q4 2022 Jan 25, 2023	BUY	$126.04 - $155.74 $126 - $155	1 Added 0.0%	31,543 $0
Q3 2022 Nov 10, 2022	BUY	$138.2 - $174.55 $33,582 - $42,415	243 Added 0.78%	31,542 $4.36 Million
Q2 2022 Aug 11, 2022	BUY	$130.06 - $178.44 $128,889 - $176,834	991 Added 3.27%	31,299 $4.28 Million
Q1 2022 May 04, 2022	BUY	$150.62 - $182.01 $451 - $546	3 Added 0.01%	30,308 $5.29 Million
Q4 2021 Feb 08, 2022	BUY	$139.14 - $180.33 $1,669 - $2,163	12 Added 0.04%	30,305 $5.38 Million
Q3 2021 Nov 09, 2021	BUY	$137.27 - $156.69 $206,454 - $235,661	1,504 Added 5.22%	30,293 $4.29 Million
Q2 2021 Jul 29, 2021	BUY	$122.77 - $136.96 $13,995 - $15,613	114 Added 0.4%	28,789 $3.94 Million
Q1 2021 May 10, 2021	BUY	$116.36 - $143.16 $102,513 - $126,123	881 Added 3.17%	28,675 $3.5 Million
Q4 2020 Feb 16, 2021	BUY	$108.77 - $136.69 $103,222 - $129,718	949 Added 3.54%	27,794 $3.69 Million
Q3 2020 Oct 26, 2020	BUY	$91.03 - $134.18 $1.83 Million - $2.7 Million	20,151 Added 301.03%	26,845 $3.11 Million
Q2 2020 Jul 13, 2020	BUY	$60.23 - $91.63 $93,717 - $142,576	1,556 Added 30.28%	6,694 $2.44 Million
Q1 2020 Apr 16, 2020	SELL	$56.09 - $81.8 $13,012 - $18,977	-232 Reduced 4.32%	5,138 $1.31 Million
Q4 2019 Jan 17, 2020	BUY	$54.74 - $73.41 $54 - $73	1 Added 0.02%	5,370 $1.58 Million
Q3 2019 Oct 17, 2019	SELL	$48.33 - $55.99 $20,878 - $24,187	-432 Reduced 7.45%	5,369 $1.2 Million
Q2 2019 Jul 17, 2019	BUY	$43.33 - $52.94 $86 - $105	2 Added 0.03%	5,801 $1.15 Million
Q1 2019 Apr 26, 2019	BUY	$35.55 - $48.77 $284 - $390	8 Added 0.14%	5,799 $1.1 Million
Q4 2018 Jan 18, 2019	BUY	$36.71 - $58.02 $212,587 - $335,993	5,791 New	5,791 $914,000

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 $4.09T
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Account

Strategic Family Wealth Counselors, L.L.C. Apple Inc. Transaction History