Financial Synergies Wealth Advisors, Inc. Apple Inc. Transaction History

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 20,772 shares of AAPL stock, worth $4.78 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

20,772

Previous 18,519 12.17%

Holding current value

$4.78 Million

Previous $4.31 Billion 20.56%

% of portfolio

0.65%

Previous 0.54%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$221.69 - $259.02 $499,467 - $583,572	2,253 Added 12.17%	20,772 $5.2 Billion
Q3 2024 Oct 07, 2024	BUY	$207.23 - $234.82 $2.71 Million - $3.07 Million	13,054 Added 238.87%	18,519 $4.31 Billion
Q2 2024 Jul 23, 2024	BUY	$165.0 - $216.67 $21,945 - $28,817	133 Added 2.49%	5,465 $1.15 Billion
Q1 2024 Apr 12, 2024	SELL	$169.0 - $195.18 $357,266 - $412,610	-2,114 Reduced 28.39%	5,332 $914 Million
Q4 2023 Apr 04, 2024	BUY	$166.89 - $198.11 $289,053 - $343,126	1,732 Added 30.31%	7,446 $967 Million
Q3 2023 Apr 04, 2024	BUY	$170.43 - $196.45 $412,781 - $475,801	2,422 Added 73.57%	5,714 $978 Million
Q2 2023 Apr 04, 2024	SELL	$160.1 - $193.97 $2,401 - $2,909	-15 Reduced 0.45%	3,292 $639 Million
Q1 2023 Apr 04, 2024	SELL	$125.02 - $164.9 $517,457 - $682,521	-4,139 Reduced 55.59%	3,307 $545 Million
Q4 2022 Apr 04, 2024	BUY	$126.04 - $155.74 $10,209 - $12,614	81 Added 1.1%	7,446 $967 Million
Q3 2022 Apr 04, 2024	SELL	$138.2 - $174.55 $1,934 - $2,443	-14 Reduced 0.19%	7,365 $1.02 Billion
Q2 2022 Apr 04, 2024	BUY	$130.06 - $178.44 $959,712 - $1.32 Million	7,379 New	7,379 $1.01 Billion
Q1 2022 Apr 05, 2024	SELL	$150.62 - $182.01 $140,227 - $169,451	-931 Reduced 14.59%	5,452 $952 Million
Q4 2021 Apr 05, 2024	BUY	$139.14 - $180.33 $180,742 - $234,248	1,299 Added 25.55%	6,383 $1.13 Billion
Q3 2021 Apr 05, 2024	BUY	$137.27 - $156.69 $77,969 - $88,999	568 Added 12.58%	5,084 $719 Million
Q2 2021 Apr 05, 2024	SELL	$122.77 - $136.96 $39,654 - $44,238	-323 Reduced 6.67%	4,516 $619 Million
Q1 2021 Apr 05, 2024	BUY	$116.36 - $143.16 $105,189 - $129,416	904 Added 22.97%	4,839 $591 Million
Q4 2020 Apr 05, 2024	SELL	$108.77 - $136.69 $4,568 - $5,740	-42 Reduced 1.06%	3,935 $522 Million
Q3 2020 Apr 05, 2024	BUY	$91.03 - $134.18 $186,520 - $274,934	2,049 Added 106.28%	3,977 $461 Million
Q2 2020 Apr 05, 2024	BUY	$60.23 - $91.63 $28,549 - $43,432	474 Added 32.6%	1,928 $703 Million
Q1 2020 Apr 05, 2024	BUY	$56.09 - $81.8 $20,192 - $29,448	360 Added 32.91%	1,454 $370 Million
Q4 2019 Apr 05, 2024	SELL	$54.74 - $73.41 $347,708 - $466,300	-6,352 Reduced 85.31%	1,094 $321 Million

Others Institutions Holding AAPL

# of Institutions

5,796

Shares Held

8.68B

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 $3.7T
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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Financial Synergies Wealth Advisors, Inc. Apple Inc. Transaction History