Summit Wealth & Retirement Planning, Inc. Apple Inc. Transaction History

Summit Wealth & Retirement Planning, Inc.

$269 Million
Q1 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 23,261 shares of AAPL stock, worth $5.23 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

23,261

Previous 15,234 52.69%

Holding current value

$5.23 Million

Previous $2.93 Million 35.97%

% of portfolio

1.48%

Previous 1.24%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$169.0 - $195.18 $1.36 Million - $1.57 Million	8,027 Added 52.69%	23,261 $3.99 Million
Q4 2023 Feb 01, 2024	SELL	$166.89 - $198.11 $3,504 - $4,160	-21 Reduced 0.14%	15,234 $2.93 Million
Q3 2023 Oct 25, 2023	BUY	$170.43 - $196.45 $262,462 - $302,533	1,540 Added 11.23%	15,255 $2.61 Million
Q2 2023 Jul 26, 2023	SELL	$160.1 - $193.97 $768,800 - $931,443	-4,802 Reduced 25.93%	13,715 $2.66 Million
Q1 2023 May 11, 2023	SELL	$125.02 - $164.9 $202,157 - $266,643	-1,617 Reduced 8.03%	18,517 $3.05 Million

Q4 2022 Feb 09, 2023	SELL	$126.04 - $155.74 $111,671 - $137,985	-886 Reduced 4.22%	20,134 $2.62 Million
Q3 2022 Nov 10, 2022	BUY	$138.2 - $174.55 $416,672 - $526,268	3,015 Added 16.75%	21,020 $2.91 Million
Q2 2022 Aug 02, 2022	BUY	$130.06 - $178.44 $16,777 - $23,018	129 Added 0.72%	18,005 $2.46 Million
Q1 2022 May 12, 2022	SELL	$150.62 - $182.01 $992,887 - $1.2 Million	-6,592 Reduced 26.94%	17,876 $3.12 Million
Q4 2021 Feb 03, 2022	SELL	$139.14 - $180.33 $218,310 - $282,937	-1,569 Reduced 6.03%	24,468 $4.35 Million
Q3 2021 Nov 12, 2021	SELL	$137.27 - $156.69 $3,706 - $4,230	-27 Reduced 0.1%	26,037 $3.68 Million
Q2 2021 Aug 13, 2021	SELL	$122.77 - $136.96 $443,322 - $494,562	-3,611 Reduced 12.17%	26,064 $3.57 Million
Q1 2021 May 10, 2021	SELL	$116.36 - $143.16 $272,980 - $335,853	-2,346 Reduced 7.33%	29,675 $3.63 Million
Q4 2020 Feb 09, 2021	BUY	$108.77 - $136.69 $24,473 - $30,755	225 Added 0.71%	32,021 $4.25 Million
Q3 2020 Nov 10, 2020	BUY	$91.03 - $134.18 $2.19 Million - $3.23 Million	24,068 Added 311.44%	31,796 $3.68 Million
Q2 2020 Aug 13, 2020	SELL	$60.23 - $91.63 $50,231 - $76,419	-834 Reduced 9.74%	7,728 $2.82 Million
Q1 2020 May 11, 2020	SELL	$56.09 - $81.8 $17,836 - $26,012	-318 Reduced 3.58%	8,562 $2.18 Million
Q4 2019 Feb 10, 2020	BUY	$54.74 - $73.41 $16,969 - $22,757	310 Added 3.62%	8,880 $2.61 Million
Q3 2019 Nov 12, 2019	SELL	$48.33 - $55.99 $146,343 - $169,537	-3,028 Reduced 26.11%	8,570 $1.92 Million
Q2 2019 Aug 06, 2019	SELL	$43.33 - $52.94 $4,333 - $5,294	-100 Reduced 0.85%	11,598 $2.3 Million
Q1 2019 May 08, 2019	BUY	$35.55 - $48.77 $415,863 - $570,511	11,698 New	11,698 $2.22 Million

Others Institutions Holding AAPL

# of Institutions

5,503

Shares Held

8.83B

Call Options Held

157M

Put Options Held

155M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.62T
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 & Retirement Planning, Inc. Apple Inc. Transaction History