Summit Wealth Group, LLC Apple Inc. Transaction History

Summit Wealth Group, LLC

  • $389 Million
  • Q2 2025

A detailed history of Summit Wealth Group, LLC transactions in Apple Inc. stock. As of the latest transaction made, Summit Wealth Group, LLC holds 19,124 shares of AAPL stock, worth $4.39 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
19,124
Previous 20,329 5.93%
Holding current value
$4.39 Million
Previous $4.52 Million 13.11%
% of portfolio
1.01%
Previous 1.32%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$172.42 - $223.89 $207,766 - $269,787
-1,205 Reduced 5.93%
19,124 $3.92 Million
Q1 2025

May 02, 2025
SELL
$209.68 - $247.1 $139,437 - $164,321
-665 Reduced 3.17%
20,329 $4.52 Million
Q4 2024

Feb 04, 2025
SELL
$221.69 - $259.02 $949,498 - $1.11 Million
-4,283 Reduced 16.94%
20,994 $5.26 Million
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
6,409
Shares Held
9.11B
Call Options Held
176M
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 $3.69T
  • 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
Track This Portfolio

Track Summit Wealth Group, LLC Portfolio

Follow Summit Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email