Uma Financial Services, Inc. Apple Inc. Transaction History

Uma Financial Services, Inc.

  • $514 Million
  • Q2 2024

A detailed history of Uma Financial Services, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Uma Financial Services, Inc. holds 74,798 shares of AAPL stock, worth $17 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares
74,798
Previous 75,648 1.12%
Holding current value
$17 Million
Previous $13 Million 21.44%
% of portfolio
3.07%
Previous 2.66%

Shares

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

Jul 17, 2024
SELL
$165.0 - $216.67 $140,250 - $184,169
-850 Reduced 1.12%
74,798 $15.8 Million
Q1 2024

Apr 17, 2024
BUY
$169.0 - $195.18 $68,783 - $79,438
407 Added 0.54%
75,648 $13 Million
Q4 2023

Jan 23, 2024
SELL
$166.89 - $198.11 $281,376 - $334,013
-1,686 Reduced 2.19%
75,241 $14.5 Million
Q3 2023

Oct 10, 2023
SELL
$170.43 - $196.45 $628,204 - $724,114
-3,686 Reduced 4.57%
76,927 $13.2 Million
Q2 2023

Jul 05, 2023
BUY
$160.1 - $193.97 $605,498 - $733,594
3,782 Added 4.92%
80,613 $15.6 Million
Q1 2023

Apr 20, 2023
BUY
$125.02 - $164.9 $256,040 - $337,715
2,048 Added 2.74%
76,831 $12.7 Million
Q4 2022

Jan 25, 2023
SELL
$126.04 - $155.74 $30,249 - $37,377
-240 Reduced 0.32%
74,783 $0
Q3 2022

Oct 06, 2022
SELL
$138.2 - $174.55 $20,315 - $25,658
-147 Reduced 0.2%
75,023 $11 Million
Q2 2022

Aug 02, 2022
BUY
$130.06 - $178.44 $33,815 - $46,394
260 Added 0.35%
75,170 $12.1 Million
Q1 2022

May 05, 2022
SELL
$150.62 - $182.01 $39,311 - $47,504
-261 Reduced 0.35%
74,910 $12.4 Million
Q4 2021

Jan 11, 2022
BUY
$139.14 - $180.33 $786,975 - $1.02 Million
5,656 Added 8.14%
75,171 $12.9 Million
Q3 2021

Oct 19, 2021
BUY
$137.27 - $156.69 $48,044 - $54,841
350 Added 0.51%
69,515 $10.1 Million
Q2 2021

Jul 23, 2021
BUY
$122.77 - $136.96 $68,751 - $76,697
560 Added 0.82%
69,165 $10.2 Million
Q1 2021

Apr 06, 2021
BUY
$116.36 - $143.16 $9,192 - $11,309
79 Added 0.12%
68,605 $8.64 Million
Q4 2020

Feb 19, 2021
BUY
$108.77 - $136.69 $102,896 - $129,308
946 Added 1.4%
68,526 $8.89 Million
Q3 2020

Nov 04, 2020
BUY
$91.03 - $134.18 $4.62 Million - $6.82 Million
50,795 Added 302.62%
67,580 $7.35 Million
Q2 2020

Aug 11, 2020
SELL
$60.23 - $91.63 $10,660 - $16,218
-177 Reduced 1.04%
16,785 $7.57 Million
Q1 2020

Apr 23, 2020
SELL
$56.09 - $81.8 $5,104 - $7,443
-91 Reduced 0.53%
16,962 $4.68 Million
Q4 2019

Jan 14, 2020
BUY
$54.74 - $73.41 $275,177 - $369,032
5,027 Added 41.8%
17,053 $5.41 Million
Q3 2019

Nov 26, 2019
BUY
$48.33 - $55.99 $581,216 - $673,335
12,026 New
12,026 $3.2 Million

Others Institutions Holding AAPL

# of Institutions
5,685
Shares Held
9B
Call Options Held
190M
Put Options Held
167M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.64T
  • 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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