Summit Wealth Group, LLC Apple Inc. Transaction History

Summit Wealth Group, LLC

$333 Million
Q2 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 25,402 shares of AAPL stock, worth $5.73 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

25,402

Previous 38,742 34.43%

Holding current value

$5.73 Million

Previous $6.64 Million 19.46%

% of portfolio

1.61%

Previous 4.52%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

5,683

Shares Held

Call Options Held

190M

Put Options Held

167M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.63T
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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Summit Wealth Group, LLC Apple Inc. Transaction History