Surevest, LLC Apple Inc. Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Apple Inc. stock. As of the latest transaction made, Surevest, LLC holds 79,431 shares of AAPL stock, worth $20.2 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares

79,431

Previous 70,802 12.19%

Holding current value

$20.2 Million

Previous $9.68 Million 13.4%

% of portfolio

2.99%

Previous 2.54%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$138.2 - $174.55 $1.19 Million - $1.51 Million	8,629 Added 12.19%	79,431 $11 Million
Q2 2022 Aug 15, 2022	BUY	$130.06 - $178.44 $147,097 - $201,815	1,131 Added 1.62%	70,802 $9.68 Million
Q1 2022 May 16, 2022	SELL	$150.62 - $182.01 $1.98 Million - $2.39 Million	-13,151 Reduced 15.88%	69,671 $12.2 Million
Q4 2021 Feb 11, 2022	SELL	$139.14 - $180.33 $375,677 - $486,891	-2,700 Reduced 3.16%	82,822 $14.7 Million
Q3 2021 Oct 13, 2021	BUY	$137.27 - $156.69 $1.74 Million - $1.98 Million	12,666 Added 17.38%	85,522 $12.1 Million
Q2 2021 Aug 06, 2021	BUY	$122.77 - $136.96 $803,161 - $895,992	6,542 Added 9.87%	72,856 $9.98 Million
Q1 2021 Apr 19, 2021	SELL	$116.36 - $143.16 $936,116 - $1.15 Million	-8,045 Reduced 10.82%	66,314 $8.1 Million
Q4 2020 Feb 04, 2021	SELL	$108.77 - $136.69 $10,224 - $12,848	-94 Reduced 0.13%	74,359 $9.87 Million
Q3 2020 Oct 16, 2020	BUY	$91.03 - $134.18 $4.92 Million - $7.25 Million	54,032 Added 264.59%	74,453 $8.62 Million
Q2 2020 Jul 15, 2020	BUY	$60.23 - $91.63 $146,057 - $222,202	2,425 Added 13.48%	20,421 $7.45 Million
Q1 2020 Apr 16, 2020	BUY	$56.09 - $81.8 $509,128 - $742,498	9,077 Added 101.77%	17,996 $4.58 Million
Q4 2019 Jan 14, 2020	SELL	$54.74 - $73.41 $32,187 - $43,165	-588 Reduced 6.18%	8,919 $2.62 Million
Q3 2019 Oct 15, 2019	SELL	$48.33 - $55.99 $1,063 - $1,231	-22 Reduced 0.23%	9,507 $2.13 Million
Q2 2019 Jul 10, 2019	SELL	$43.33 - $52.94 $153,041 - $186,984	-3,532 Reduced 27.04%	9,529 $1.89 Million
Q1 2019 Apr 09, 2019	BUY	$35.55 - $48.77 $32,030 - $43,941	901 Added 7.41%	13,061 $2.48 Million
Q4 2018 Feb 20, 2019	BUY	$36.71 - $58.02 $446,393 - $705,523	12,160 New	12,160 $1.92 Million

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.

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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