A detailed history of Summit Wealth Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 20,033 shares of AAPL stock, worth $4.55 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
20,033
Previous 19,903 0.65%
Holding current value
$4.55 Million
Previous $4.19 Billion 11.35%
% of portfolio
0.9%
Previous 0.87%

Shares

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

Oct 28, 2024

BUY
$207.23 - $234.82 $26,939 - $30,526
130 Added 0.65%
20,033 $4.67 Billion
Q2 2024

Sep 11, 2024

BUY
$165.0 - $216.67 $151,800 - $199,336
920 Added 4.85%
19,903 $4.19 Billion
Q1 2024

Sep 11, 2024

SELL
$169.0 - $195.18 $57,629 - $66,556
-341 Reduced 1.76%
18,983 $3.26 Billion
Q4 2023

Sep 11, 2024

BUY
$166.89 - $198.11 $15,520 - $18,424
93 Added 0.48%
19,324 $3.72 Billion
Q3 2023

Sep 11, 2024

BUY
$170.43 - $196.45 $90,157 - $103,922
529 Added 2.83%
19,231 $3.29 Billion
Q2 2023

Sep 11, 2024

SELL
$160.1 - $193.97 $38,744 - $46,940
-242 Reduced 1.28%
18,702 $3.63 Billion
Q1 2023

Sep 11, 2024

BUY
$125.02 - $164.9 $46,382 - $61,177
371 Added 2.0%
18,944 $3.12 Billion
Q4 2022

Sep 11, 2024

SELL
$126.04 - $155.74 $14,116 - $17,442
-112 Reduced 0.6%
18,573 $2.41 Billion
Q3 2022

Sep 11, 2024

SELL
$138.2 - $174.55 $32,062 - $40,495
-232 Reduced 1.23%
18,685 $2.58 Billion
Q2 2022

Sep 11, 2024

BUY
$130.06 - $178.44 $509,314 - $698,771
3,916 Added 26.1%
18,917 $2.59 Billion
Q1 2022

Sep 11, 2024

BUY
$150.62 - $182.01 $53,168 - $64,249
353 Added 2.41%
15,001 $2.62 Billion
Q4 2021

Sep 10, 2024

BUY
$139.14 - $180.33 $67,204 - $87,099
483 Added 3.41%
14,648 $2.6 Billion
Q3 2021

Sep 10, 2024

BUY
$137.27 - $156.69 $143,584 - $163,897
1,046 Added 7.97%
14,165 $2 Billion
Q2 2021

Sep 10, 2024

SELL
$122.77 - $136.96 $5,156 - $5,752
-42 Reduced 0.32%
13,119 $1.8 Billion
Q1 2021

Sep 10, 2024

BUY
$116.36 - $143.16 $7,214 - $8,875
62 Added 0.47%
13,161 $1.61 Billion
Q4 2020

Sep 10, 2024

BUY
$108.77 - $136.69 $4,568 - $5,740
42 Added 0.32%
13,099 $1.74 Billion
Q3 2020

Sep 10, 2024

BUY
$91.03 - $134.18 $894,642 - $1.32 Million
9,828 Added 304.37%
13,057 $1.51 Billion
Q2 2020

Sep 10, 2024

BUY
$60.23 - $91.63 $19,695 - $29,963
327 Added 11.27%
3,229 $1.18 Billion
Q1 2020

Sep 10, 2024

BUY
$56.09 - $81.8 $70,224 - $102,413
1,252 Added 75.88%
2,902 $738 Million
Q4 2019

Sep 09, 2024

BUY
$54.74 - $73.41 $90,321 - $121,126
1,650 New
1,650 $484 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.65T
  • 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 Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Partners, LLC, based on Form 13F filings with the SEC.

News

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