A detailed history of Sweet Financial Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 39,542 shares of AAPL stock, worth $9 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
39,542
Previous 39,256 0.73%
Holding current value
$9 Million
Previous $6.73 Million 23.73%
% of portfolio
1.96%
Previous 1.6%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

BUY
$165.0 - $216.67 $47,190 - $61,967
286 Added 0.73%
39,542 $8.33 Million
Q1 2024

Apr 23, 2024

BUY
$169.0 - $195.18 $566,150 - $653,853
3,350 Added 9.33%
39,256 $6.73 Million
Q4 2023

Jan 12, 2024

BUY
$166.89 - $198.11 $442,926 - $525,783
2,654 Added 7.98%
35,906 $6.91 Million
Q3 2023

Oct 23, 2023

BUY
$170.43 - $196.45 $35,960 - $41,450
211 Added 0.64%
33,252 $5.69 Million
Q2 2023

Jul 24, 2023

BUY
$160.1 - $193.97 $283,697 - $343,714
1,772 Added 5.67%
33,041 $6.41 Million
Q1 2023

Apr 14, 2023

BUY
$125.02 - $164.9 $235,162 - $310,176
1,881 Added 6.4%
31,269 $5.16 Million
Q4 2022

Jan 19, 2023

BUY
$126.04 - $155.74 $507,311 - $626,853
4,025 Added 15.87%
29,388 $0
Q3 2022

Nov 10, 2022

BUY
$138.2 - $174.55 $50,995 - $64,408
369 Added 1.48%
25,363 $3.51 Million
Q2 2022

Aug 03, 2022

BUY
$130.06 - $178.44 $166,606 - $228,581
1,281 Added 5.4%
24,994 $3.42 Million
Q1 2022

Apr 22, 2022

BUY
$150.62 - $182.01 $973,306 - $1.18 Million
6,462 Added 37.46%
23,713 $4.14 Million
Q4 2021

Feb 07, 2022

BUY
$139.14 - $180.33 $2.4 Million - $3.11 Million
17,251 New
17,251 $3.06 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 $3.66T
  • 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 Sweet Financial Partners, LLC Portfolio

Follow Sweet Financial 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 Sweet Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweet Financial Partners, LLC with notifications on news.