Summit Wealth Group, LLC Apple Inc. Transaction History

Summit Wealth Group, LLC

  • $347 Million
  • Q3 2024

A detailed history of Summit Wealth Group, LLC transactions in Apple Inc. stock. As of the latest transaction made, Summit Wealth Group, LLC holds 25,277 shares of AAPL stock, worth $6.43 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
25,277
Previous 25,402 0.49%
Holding current value
$6.43 Million
Previous $5.35 Million 10.09%
% of portfolio
1.7%
Previous 1.61%

Shares

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

Nov 08, 2024
SELL
$207.23 - $234.82 $25,903 - $29,352
-125 Reduced 0.49%
25,277 $5.89 Million
Q2 2024

Jul 31, 2024
SELL
$165.0 - $216.67 $2.2 Million - $2.89 Million
-13,340 Reduced 34.43%
25,402 $5.35 Million
Q1 2024

May 01, 2024
SELL
$169.0 - $195.18 $292,370 - $337,661
-1,730 Reduced 4.27%
38,742 $6.64 Million
Q4 2023

Jan 30, 2024
SELL
$166.89 - $198.11 $82,443 - $97,866
-494 Reduced 1.21%
40,472 $7.79 Million
Q3 2023

Oct 31, 2023
BUY
$170.43 - $196.45 $6.98 Million - $8.05 Million
40,966 New
40,966 $7.01 Million
Q1 2023

May 10, 2023
BUY
$125.02 - $164.9 $869 Million - $1.15 Billion
6,949,659 Added 16252.33%
6,992,420 $42,000
Q4 2022

Feb 08, 2023
BUY
$126.04 - $155.74 $243,257 - $300,578
1,930 Added 4.73%
42,761 $5.56 Million
Q3 2022

Nov 09, 2022
SELL
$138.2 - $174.55 $2.3 Million - $2.9 Million
-16,621 Reduced 28.93%
40,831 $5.64 Million
Q2 2022

Aug 10, 2022
SELL
$130.06 - $178.44 $2,341 - $3,211
-18 Reduced 0.03%
57,452 $7.86 Million
Q1 2022

May 04, 2022
BUY
$150.62 - $182.01 $3.92 Million - $4.74 Million
26,037 Added 82.83%
57,470 $10 Million
Q4 2021

Feb 14, 2022
BUY
$139.14 - $180.33 $4.37 Million - $5.67 Million
31,433 New
31,433 $5.58 Million
Q1 2021

May 11, 2021
SELL
$116.36 - $143.16 $1.44 Million - $1.77 Million
-12,369 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$108.77 - $136.69 $7,940 - $9,978
73 Added 0.59%
12,369 $1.64 Million
Q3 2020

Nov 06, 2020
BUY
$91.03 - $134.18 $864,511 - $1.27 Million
9,497 Added 339.3%
12,296 $1.42 Million
Q2 2020

Aug 06, 2020
BUY
$60.23 - $91.63 $8,793 - $13,377
146 Added 5.5%
2,799 $1.02 Million
Q1 2020

May 12, 2020
SELL
$56.09 - $81.8 $13,181 - $19,223
-235 Reduced 8.14%
2,653 $675,000
Q4 2019

Feb 10, 2020
BUY
$54.74 - $73.41 $158,089 - $212,008
2,888 New
2,888 $848,000

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.

AAPL Quotes by TradingView
  • 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
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