Summit Financial Wealth Advisors, LLC Apple Inc. Transaction History

Summit Financial Wealth Advisors, LLC

  • $495 Million
  • Q1 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 37,568 shares of AAPL stock, worth $7.61 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
37,568
Previous 37,716 0.39%
Holding current value
$7.61 Million
Previous $9.44 Million 11.65%
% of portfolio
1.69%
Previous 1.93%

Shares

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

May 14, 2025
SELL
$209.68 - $247.1 $31,032 - $36,570
-148 Reduced 0.39%
37,568 $8.34 Million
Q4 2024

Feb 13, 2025
BUY
$221.69 - $259.02 $139,664 - $163,182
630 Added 1.7%
37,716 $9.44 Million
Q3 2024

Nov 13, 2024
SELL
$207.23 - $234.82 $260,902 - $295,638
-1,259 Reduced 3.28%
37,086 $8.64 Million
Q2 2024

Aug 12, 2024
SELL
$165.0 - $216.67 $13,860 - $18,200
-84 Reduced 0.22%
38,345 $8.08 Million
Q1 2024

May 02, 2024
SELL
$169.0 - $195.18 $230,516 - $266,225
-1,364 Reduced 3.43%
38,429 $6.59 Million
Q4 2023

Jan 19, 2024
BUY
$166.89 - $198.11 $125,501 - $148,978
752 Added 1.93%
39,793 $7.66 Million
Q3 2023

Nov 13, 2023
SELL
$170.43 - $196.45 $394,715 - $454,978
-2,316 Reduced 5.6%
39,041 $6.68 Million
Q2 2023

Jul 12, 2023
BUY
$160.1 - $193.97 $231,664 - $280,674
1,447 Added 3.63%
41,357 $8.02 Million
Q1 2023

Apr 10, 2023
SELL
$125.02 - $164.9 $210,658 - $277,856
-1,685 Reduced 4.05%
39,910 $6.58 Million
Q4 2022

Jan 17, 2023
SELL
$126.04 - $155.74 $4,663 - $5,762
-37 Reduced 0.09%
41,595 $0
Q3 2022

Oct 28, 2022
SELL
$138.2 - $174.55 $99,365 - $125,501
-719 Reduced 1.7%
41,632 $6.03 Million
Q2 2022

Jul 26, 2022
BUY
$130.06 - $178.44 $131,230 - $180,045
1,009 Added 2.44%
42,351 $6.48 Million
Q1 2022

May 06, 2022
SELL
$150.62 - $182.01 $76,213 - $92,097
-506 Reduced 1.21%
41,342 $7.22 Million
Q4 2021

Jan 12, 2022
SELL
$139.14 - $180.33 $86,545 - $112,165
-622 Reduced 1.46%
41,848 $7.52 Million
Q3 2021

Nov 05, 2021
BUY
$137.27 - $156.69 $13,177 - $15,042
96 Added 0.23%
42,470 $6.01 Million
Q2 2021

Aug 09, 2021
SELL
$122.77 - $136.96 $381,078 - $425,123
-3,104 Reduced 6.83%
42,374 $5.8 Million
Q1 2021

Apr 23, 2021
BUY
$116.36 - $143.16 $9,774 - $12,025
84 Added 0.19%
45,478 $6.04 Million
Q4 2020

Jan 11, 2021
SELL
$108.77 - $136.69 $429,750 - $540,062
-3,951 Reduced 8.01%
45,394 $5.26 Million
Q3 2020

Nov 09, 2020
BUY
$91.03 - $134.18 $3.34 Million - $4.93 Million
36,744 Added 291.6%
49,345 $5.37 Million
Q2 2020

Jul 16, 2020
SELL
$60.23 - $91.63 $9,757 - $14,844
-162 Reduced 1.27%
12,601 $4.81 Million
Q1 2020

Apr 29, 2020
SELL
$56.09 - $81.8 $92,828 - $135,379
-1,655 Reduced 11.48%
12,763 $3.35 Million
Q4 2019

Jan 28, 2020
SELL
$54.74 - $73.41 $22,826 - $30,611
-417 Reduced 2.81%
14,418 $4.46 Million
Q3 2019

Nov 05, 2019
SELL
$48.33 - $55.99 $9,231 - $10,694
-191 Reduced 1.27%
14,835 $3.5 Million
Q2 2019

Jul 16, 2019
SELL
$43.33 - $52.94 $450,328 - $550,205
-10,393 Reduced 40.89%
15,026 $2.97 Million
Q1 2019

May 01, 2019
BUY
$35.55 - $48.77 $104,339 - $143,139
2,935 Added 13.05%
25,419 $4.97 Million
Q4 2018

Feb 01, 2019
BUY
$36.71 - $58.02 $265,560 - $419,716
7,234 Added 47.44%
22,484 $3.55 Million
Q3 2018

Oct 22, 2018
BUY
$45.98 - $57.09 $26,070 - $32,370
567 Added 3.86%
15,250 $3.31 Million
Q2 2018

Jul 06, 2018
SELL
$40.58 - $48.49 $24,023 - $28,706
-592 Reduced 3.88%
14,683 $2.46 Million
Q1 2018

Apr 09, 2018
BUY
$38.79 - $45.43 $418,311 - $489,917
10,784 Added 240.12%
15,275 $2.56 Million
Q1 2018

Apr 06, 2018
SELL
$38.79 - $45.43 $406,790 - $476,424
-10,487 Reduced 70.02%
4,491 $754,000
Q4 2017

Feb 05, 2018
SELL
$38.37 - $44.1 $23,635 - $27,165
-616 Reduced 3.95%
14,978 $2.54 Million
Q3 2017

Nov 06, 2017
SELL
$37.18 - $41.01 $45,024 - $49,663
-1,211 Reduced 7.21%
15,594 $2.4 Million
Q2 2017

Aug 14, 2017
BUY
N/A
16,805
16,805 $2.42 Million

Others Institutions Holding AAPL

# of Institutions
6,364
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 $3.26T
  • 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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