A detailed history of Sugarloaf Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 55,477 shares of AAPL stock, worth $13 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
55,477
Previous 55,215 0.47%
Holding current value
$13 Million
Previous $11.6 Million 11.1%
% of portfolio
2.62%
Previous 2.53%

Shares

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

Oct 08, 2024

BUY
$207.23 - $234.82 $54,294 - $61,522
262 Added 0.47%
55,477 $12.9 Million
Q2 2024

Jul 08, 2024

BUY
$165.0 - $216.67 $23,925 - $31,417
145 Added 0.26%
55,215 $11.6 Million
Q1 2024

Apr 23, 2024

BUY
$169.0 - $195.18 $22,139 - $25,568
131 Added 0.24%
55,070 $9.44 Million
Q4 2023

Jan 10, 2024

SELL
$166.89 - $198.11 $160,047 - $189,987
-959 Reduced 1.72%
54,939 $10.6 Million
Q3 2023

Nov 13, 2023

SELL
$170.43 - $196.45 $732,337 - $844,145
-4,297 Reduced 7.14%
55,898 $9.57 Million
Q2 2023

Jul 13, 2023

SELL
$160.1 - $193.97 $40,825 - $49,462
-255 Reduced 0.42%
60,195 $11.7 Million
Q1 2023

Apr 26, 2023

SELL
$125.02 - $164.9 $43,006 - $56,725
-344 Reduced 0.57%
60,450 $9.97 Million
Q4 2022

Feb 03, 2023

SELL
$126.04 - $155.74 $351,273 - $434,047
-2,787 Reduced 4.38%
60,794 $7.9 Million
Q3 2022

Oct 11, 2022

SELL
$138.2 - $174.55 $17,551 - $22,167
-127 Reduced 0.2%
63,581 $8.79 Million
Q2 2022

Jul 12, 2022

BUY
$130.06 - $178.44 $85,709 - $117,591
659 Added 1.05%
63,708 $8.71 Million
Q1 2022

Apr 25, 2022

BUY
$150.62 - $182.01 $87,510 - $105,747
581 Added 0.93%
63,049 $11 Million
Q4 2021

Jan 20, 2022

SELL
$139.14 - $180.33 $107,137 - $138,854
-770 Reduced 1.22%
62,468 $11.1 Million
Q3 2021

Oct 20, 2021

SELL
$137.27 - $156.69 $258,204 - $294,733
-1,881 Reduced 2.89%
63,238 $8.95 Million
Q2 2021

Jul 20, 2021

BUY
$122.77 - $136.96 $7.99 Million - $8.91 Million
65,063 Added 116183.93%
65,119 $8.92 Million
Q1 2021

Apr 19, 2021

SELL
$116.36 - $143.16 $6.54 Million - $8.05 Million
-56,226 Reduced 99.9%
56 $8.07 Million
Q4 2020

Feb 03, 2021

SELL
$108.77 - $136.69 $185,996 - $233,739
-1,710 Reduced 2.95%
56,282 $7.47 Million
Q3 2020

Nov 03, 2020

BUY
$91.03 - $134.18 $3.59 Million - $5.29 Million
39,449 Added 212.74%
57,992 $6.62 Million
Q2 2020

Jul 21, 2020

BUY
$60.23 - $91.63 $2,047 - $3,115
34 Added 0.18%
18,543 $6.77 Million
Q1 2020

Apr 15, 2020

BUY
$56.09 - $81.8 $47,396 - $69,121
845 Added 4.78%
18,509 $4.71 Million
Q4 2019

Jan 29, 2020

BUY
$54.74 - $73.41 $966,927 - $1.3 Million
17,664 New
17,664 $5.19 Million

Others Institutions Holding AAPL

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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