Strategic Wealth Investment Group, LLC Apple Inc. Transaction History

Strategic Wealth Investment Group, LLC

  • $54.4 Million
  • Q1 2025

A detailed history of Strategic Wealth Investment Group, LLC transactions in Apple Inc. stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 9,922 shares of AAPL stock, worth $2 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares
9,922
Previous 179,030 94.46%
Holding current value
$2 Million
Previous $44.8 Million 95.09%
% of portfolio
4.05%
Previous 5.29%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$209.68 - $247.1 $35.5 Million - $41.8 Million
-169,108 Reduced 94.46%
9,922 $2.2 Million
Q4 2024

Jan 23, 2025
BUY
$221.69 - $259.02 $24 Million - $28 Million
108,133 Added 152.52%
179,030 $44.8 Million
Q4 2024

Jan 22, 2025
SELL
$221.69 - $259.02 $24.6 Million - $28.7 Million
-110,950 Reduced 61.01%
70,897 $17.8 Million
Q3 2024

Oct 24, 2024
SELL
$207.23 - $234.82 $10.2 Million - $11.6 Million
-49,433 Reduced 21.37%
181,847 $42.4 Million
Q2 2024

Aug 13, 2024
BUY
$165.0 - $216.67 $7.67 Million - $10.1 Million
46,499 Added 25.16%
231,280 $48.7 Million
Q4 2023

Jan 16, 2024
BUY
$166.89 - $198.11 $2.91 Million - $3.46 Million
17,459 Added 10.43%
184,781 $35.6 Million
Q3 2023

Nov 03, 2023
BUY
$170.43 - $196.45 $1.98 Million - $2.28 Million
11,591 Added 7.44%
167,322 $28.6 Million
Q2 2023

Jul 17, 2023
BUY
$160.1 - $193.97 $1.41 Million - $1.71 Million
8,824 Added 6.01%
155,731 $30.2 Million
Q1 2023

Apr 24, 2023
BUY
$125.02 - $164.9 $18.2 Million - $24 Million
145,635 Added 11449.29%
146,907 $24.2 Million
Q1 2023

Apr 20, 2023
SELL
$125.02 - $164.9 $15.1 Million - $19.9 Million
-120,822 Reduced 98.96%
1,272 $209,000
Q4 2022

Jan 27, 2023
BUY
$126.04 - $155.74 $1.42 Million - $1.76 Million
11,279 Added 10.18%
122,094 $0
Q3 2022

Oct 21, 2022
BUY
$138.2 - $174.55 $1.15 Million - $1.45 Million
8,315 Added 8.11%
110,815 $15.3 Million
Q2 2022

Aug 08, 2022
SELL
$130.06 - $178.44 $1.74 Million - $2.39 Million
-13,385 Reduced 11.55%
102,500 $14 Million
Q1 2022

Apr 26, 2022
BUY
$150.62 - $182.01 $1.47 Million - $1.77 Million
9,737 Added 9.17%
115,885 $20.2 Million
Q4 2021

Jan 21, 2022
BUY
$139.14 - $180.33 $646,583 - $837,993
4,647 Added 4.58%
106,148 $18.8 Million
Q3 2021

Nov 15, 2021
BUY
$137.27 - $156.69 $1.83 Million - $2.09 Million
13,362 Added 15.16%
101,501 $14.4 Million
Q2 2021

Jul 16, 2021
BUY
$122.77 - $136.96 $2.37 Million - $2.64 Million
19,278 Added 28.0%
88,139 $12.1 Million
Q1 2021

Apr 22, 2021
BUY
$116.36 - $143.16 $822,316 - $1.01 Million
7,067 Added 11.44%
68,861 $8.41 Million
Q4 2020

Jan 26, 2021
BUY
$108.77 - $136.69 $6.48 Million - $8.14 Million
59,575 Added 2684.77%
61,794 $8.2 Million
Q4 2020

Jan 15, 2021
SELL
$108.77 - $136.69 $6.33 Million - $7.95 Million
-58,194 Reduced 96.33%
2,219 $294,000
Q3 2020

Nov 03, 2020
BUY
$91.03 - $134.18 $4.18 Million - $6.16 Million
45,917 Added 316.76%
60,413 $7 Million
Q2 2020

Jul 13, 2020
SELL
$60.23 - $91.63 $11,263 - $17,134
-187 Reduced 1.27%
14,496 $5.29 Million
Q1 2020

Apr 20, 2020
SELL
$56.09 - $81.8 $28,269 - $41,227
-504 Reduced 3.32%
14,683 $3.73 Million
Q4 2019

Feb 11, 2020
BUY
$54.74 - $73.41 $831,336 - $1.11 Million
15,187 New
15,187 $4.46 Million

Others Institutions Holding AAPL

# of Institutions
6,366
Shares Held
8.96B
Call Options Held
177M
Put Options Held
167M
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 $3.24T
  • 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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