United Capital Financial Advisers, LLC Apple Inc. Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q2 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Apple Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 1,517,970 shares of AAPL stock, worth $342 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares
1,517,970
Previous 1,739,493 12.73%
Holding current value
$342 Million
Previous $298 Million 7.18%
% of portfolio
2.77%
Previous 2.48%

Shares

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

Aug 14, 2024
SELL
$165.0 - $216.67 $36.6 Million - $48 Million
-221,523 Reduced 12.73%
1,517,970 $320 Million
Q1 2024

May 15, 2024
SELL
$169.0 - $195.18 $10.3 Million - $12 Million
-61,240 Reduced 3.4%
1,739,493 $298 Million
Q4 2023

Feb 14, 2024
SELL
$166.89 - $198.11 $59.8 Million - $71 Million
-358,567 Reduced 16.61%
1,800,733 $347 Million
Q3 2023

Nov 14, 2023
SELL
$170.43 - $196.45 $34.5 Million - $39.8 Million
-202,671 Reduced 8.58%
2,159,300 $370 Million
Q2 2023

Aug 14, 2023
SELL
$160.1 - $193.97 $56 Million - $67.8 Million
-349,657 Reduced 12.89%
2,361,971 $458 Million
Q1 2023

Aug 14, 2023
BUY
$125.02 - $164.9 $25.2 Million - $33.3 Million
201,691 Added 8.54%
2,563,662 $423 Million
Q1 2023

May 15, 2023
SELL
$125.02 - $164.9 $102 Million - $134 Million
-814,536 Reduced 23.1%
2,711,628 $447 Million
Q4 2022

Feb 14, 2023
SELL
$126.04 - $155.74 $11.1 Million - $13.8 Million
-88,312 Reduced 2.44%
3,526,164 $458 Million
Q3 2022

Nov 14, 2022
SELL
$138.2 - $174.55 $58.3 Million - $73.6 Million
-421,746 Reduced 10.45%
3,614,476 $500 Million
Q2 2022

Aug 11, 2022
BUY
$130.06 - $178.44 $36 Million - $49.4 Million
276,974 Added 7.37%
4,036,222 $552 Million
Q1 2022

May 16, 2022
SELL
$150.62 - $182.01 $27.1 Million - $32.7 Million
-179,656 Reduced 4.56%
3,759,248 $656 Million
Q4 2021

Feb 14, 2022
SELL
$139.14 - $180.33 $16.6 Million - $21.5 Million
-119,048 Reduced 2.93%
3,938,904 $699 Million
Q3 2021

Nov 15, 2021
SELL
$137.27 - $156.69 $7.2 Million - $8.22 Million
-52,436 Reduced 1.28%
4,057,952 $574 Million
Q2 2021

Aug 13, 2021
SELL
$122.77 - $136.96 $7.44 Million - $8.3 Million
-60,621 Reduced 1.45%
4,110,388 $563 Million
Q1 2021

May 14, 2021
SELL
$116.36 - $143.16 $26 Million - $31.9 Million
-223,050 Reduced 5.08%
4,171,009 $509 Million
Q4 2020

Feb 17, 2021
SELL
$108.77 - $136.69 $21.3 Million - $26.8 Million
-195,961 Reduced 4.27%
4,394,059 $583 Million
Q3 2020

Nov 13, 2020
BUY
$91.03 - $134.18 $304 Million - $448 Million
3,341,911 Added 267.76%
4,590,020 $532 Million
Q2 2020

Aug 13, 2020
SELL
$60.23 - $91.63 $3.9 Million - $5.93 Million
-64,715 Reduced 4.93%
1,248,109 $455 Million
Q1 2020

May 15, 2020
SELL
$56.09 - $81.8 $12.7 Million - $18.6 Million
-227,010 Reduced 14.74%
1,312,824 $334 Million
Q4 2019

Feb 14, 2020
SELL
$54.74 - $73.41 $40,836 - $54,763
-746 Reduced 0.05%
1,539,834 $452 Million
Q3 2019

Nov 14, 2019
SELL
$48.33 - $55.99 $1.57 Million - $1.82 Million
-32,532 Reduced 2.07%
1,540,580 $345 Million
Q2 2019

Aug 13, 2019
BUY
$43.33 - $52.94 $1.05 Million - $1.29 Million
24,288 Added 1.57%
1,573,112 $311 Million
Q1 2019

May 14, 2019
SELL
$35.55 - $48.77 $2.1 Million - $2.88 Million
-58,959 Reduced 3.67%
1,548,824 $294 Million
Q4 2018

Feb 14, 2019
BUY
$36.71 - $58.02 $231,456 - $365,816
6,305 Added 0.39%
1,607,783 $254 Million
Q3 2018

Nov 14, 2018
SELL
$45.98 - $57.09 $619,856 - $769,630
-13,481 Reduced 0.83%
1,601,478 $362 Million
Q2 2018

Aug 14, 2018
SELL
$40.58 - $48.49 $4.71 Million - $5.63 Million
-116,144 Reduced 6.71%
1,614,959 $299 Million
Q1 2018

May 15, 2018
BUY
$38.79 - $45.43 $7.91 Million - $9.26 Million
203,904 Added 13.35%
1,731,103 $290 Million
Q4 2017

Feb 13, 2018
SELL
$38.37 - $44.1 $554,062 - $636,804
-14,440 Reduced 0.94%
1,527,199 $261 Million
Q3 2017

Nov 14, 2017
SELL
$37.18 - $41.01 $376,150 - $414,898
-10,117 Reduced 0.65%
1,541,639 $238 Million
Q2 2017

Aug 14, 2017
BUY
N/A
1,551,756
1,551,756 $223 Million

Others Institutions Holding AAPL

# of Institutions
5,683
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 $3.63T
  • 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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