Summit Financial Strategies, Inc. Apple Inc. Transaction History

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 70,251 shares of AAPL stock, worth $16.5 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
70,251
Previous 70,796 0.77%
Holding current value
$16.5 Million
Previous $14.9 Million 9.72%
% of portfolio
1.99%
Previous 1.99%

Shares

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

Oct 16, 2024
SELL
$207.23 - $234.82 $112,940 - $127,976
-545 Reduced 0.77%
70,251 $16.4 Million
Q2 2024

Jul 19, 2024
SELL
$165.0 - $216.67 $56,595 - $74,317
-343 Reduced 0.48%
70,796 $14.9 Million
Q1 2024

May 09, 2024
BUY
$169.0 - $195.18 $97,344 - $112,423
576 Added 0.82%
71,139 $12.2 Million
Q4 2023

Feb 13, 2024
SELL
$166.89 - $198.11 $100,300 - $119,064
-601 Reduced 0.84%
70,563 $13.6 Million
Q3 2023

Oct 24, 2023
BUY
$170.43 - $196.45 $1.08 Million - $1.24 Million
6,319 Added 9.74%
71,164 $12.2 Million
Q2 2023

Jul 21, 2023
BUY
$160.1 - $193.97 $117,193 - $141,986
732 Added 1.14%
64,845 $12.6 Million
Q1 2023

Apr 21, 2023
SELL
$125.02 - $164.9 $51,258 - $67,609
-410 Reduced 0.64%
64,113 $10.6 Million
Q4 2022

Jan 20, 2023
SELL
$126.04 - $155.74 $330,350 - $408,194
-2,621 Reduced 3.9%
64,523 $0
Q3 2022

Oct 21, 2022
BUY
$138.2 - $174.55 $757,612 - $956,883
5,482 Added 8.89%
67,144 $9.28 Million
Q2 2022

Jul 25, 2022
BUY
$130.06 - $178.44 $13,006 - $17,844
100 Added 0.16%
61,662 $8.43 Million
Q1 2022

May 04, 2022
BUY
$150.62 - $182.01 $51,210 - $61,883
340 Added 0.56%
61,562 $10.7 Million
Q4 2021

Feb 03, 2022
BUY
$139.14 - $180.33 $797,689 - $1.03 Million
5,733 Added 10.33%
61,222 $10.9 Million
Q3 2021

Nov 10, 2021
BUY
$137.27 - $156.69 $18,119 - $20,683
132 Added 0.24%
55,489 $7.85 Million
Q2 2021

Aug 11, 2021
BUY
$122.77 - $136.96 $3.04 Million - $3.39 Million
24,754 Added 80.89%
55,357 $7.58 Million
Q1 2021

May 11, 2021
BUY
$116.36 - $143.16 $94,367 - $116,102
811 Added 2.72%
30,603 $3.74 Million
Q4 2020

Feb 05, 2021
SELL
$108.77 - $136.69 $11,420 - $14,352
-105 Reduced 0.35%
29,792 $3.95 Million
Q3 2020

Nov 16, 2020
BUY
$91.03 - $134.18 $2.07 Million - $3.05 Million
22,697 Added 315.24%
29,897 $3.46 Million
Q2 2020

Jul 31, 2020
SELL
$60.23 - $91.63 $10,901 - $16,585
-181 Reduced 2.45%
7,200 $2.63 Million
Q1 2020

May 11, 2020
SELL
$56.09 - $81.8 $8,581 - $12,515
-153 Reduced 2.03%
7,381 $1.88 Million
Q4 2019

Feb 11, 2020
BUY
$54.74 - $73.41 $75,431 - $101,158
1,378 Added 22.38%
7,534 $2.21 Million
Q3 2019

Nov 14, 2019
BUY
$48.33 - $55.99 $297,519 - $344,674
6,156 New
6,156 $1.38 Million
Q2 2019

Aug 08, 2019
SELL
$43.33 - $52.94 $279,911 - $341,992
-6,460 Closed
0 $0
Q1 2019

May 14, 2019
SELL
$35.55 - $48.77 $9,420 - $12,924
-265 Reduced 3.94%
6,460 $1.23 Million
Q4 2018

Feb 06, 2019
SELL
$36.71 - $58.02 $30,873 - $48,794
-841 Reduced 11.12%
6,725 $1.06 Million
Q3 2018

Nov 09, 2018
BUY
$45.98 - $57.09 $51,359 - $63,769
1,117 Added 17.32%
7,566 $1.71 Million
Q2 2018

Aug 06, 2018
SELL
$40.58 - $48.49 $1,826 - $2,182
-45 Reduced 0.69%
6,449 $1.19 Million
Q1 2018

May 14, 2018
BUY
$38.79 - $45.43 $1,357 - $1,590
35 Added 0.54%
6,494 $1.09 Million
Q4 2017

Jan 29, 2018
SELL
$38.37 - $44.1 $15,846 - $18,213
-413 Reduced 6.01%
6,459 $1.09 Million
Q3 2017

Nov 09, 2017
BUY
$37.18 - $41.01 $255,500 - $281,820
6,872
6,872 $1.06 Million

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
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