Lee Financial Group Hawaii, Inc. Apple Inc. Transaction History

Lee Financial Group Hawaii, Inc.

$128 Million
Q1 2024

A detailed history of Lee Financial Group Hawaii, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Lee Financial Group Hawaii, Inc. holds 1,872 shares of AAPL stock, worth $398,155. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,872

Previous 1,876 0.21%

Holding current value

$398,155

Previous $361,000 11.08%

% of portfolio

0.25%

Previous 0.31%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$169.0 - $195.18 $676 - $780	-4 Reduced 0.21%	1,872 $321,000
Q3 2023 Oct 18, 2023	BUY	$170.43 - $196.45 $20,962 - $24,163	123 Added 7.02%	1,876 $321,000
Q4 2022 Feb 13, 2023	SELL	$126.04 - $155.74 $41.6 Million - $51.4 Million	-330,271 Reduced 99.47%	1,753 $227,000
Q3 2022 Nov 04, 2022	BUY	$138.2 - $174.55 $45.6 Million - $57.5 Million	329,622 Added 13722.81%	332,024 $2.4 Million
Q2 2022 Aug 08, 2022	SELL	$130.06 - $178.44 $177,922 - $244,105	-1,368 Reduced 36.29%	2,402 $328,000
Q1 2022 May 10, 2022	BUY	$150.62 - $182.01 $206,198 - $249,171	1,369 Added 57.02%	3,770 $658,000
Q4 2021 Feb 08, 2022	SELL	$139.14 - $180.33 $41,602 - $53,918	-299 Reduced 11.07%	2,401 $426,000
Q3 2021 Nov 02, 2021	SELL	$137.27 - $156.69 $174,332 - $198,996	-1,270 Reduced 31.99%	2,700 $382,000
Q2 2021 Aug 09, 2021	BUY	$122.77 - $136.96 $1,227 - $1,369	10 Added 0.25%	3,970 $544,000
Q1 2021 May 10, 2021	BUY	$116.36 - $143.16 $460,785 - $566,913	3,960 New	3,960 $484,000
Q4 2020 Feb 03, 2021	SELL	$108.77 - $136.69 $526,555 - $661,716	-4,841 Closed	0 $0
Q3 2020 Oct 27, 2020	BUY	$91.03 - $134.18 $367,852 - $542,221	4,041 Added 505.12%	4,841 $561,000
Q2 2020 Jul 23, 2020	SELL	$60.23 - $91.63 $19,153 - $29,138	-318 Reduced 28.44%	800 $292,000
Q1 2020 May 04, 2020	BUY	$56.09 - $81.8 $56 - $81	1 Added 0.09%	1,118 $284,000
Q3 2019 Oct 29, 2019	BUY	$48.33 - $55.99 $96 - $111	2 Added 0.18%	1,117 $250,000
Q2 2019 Jul 30, 2019	SELL	$43.33 - $52.94 $2,989 - $3,652	-69 Reduced 5.83%	1,115 $221,000
Q1 2019 May 01, 2019	BUY	$35.55 - $48.77 $42,091 - $57,743	1,184 New	1,184 $225,000
Q4 2018 Jan 29, 2019	SELL	$36.71 - $58.02 $74,484 - $117,722	-2,029 Closed	0 $0
Q3 2018 Oct 23, 2018	BUY	$45.98 - $57.09 $183 - $228	4 Added 0.2%	2,029 $458,000
Q2 2018 Jul 31, 2018	SELL	$40.58 - $48.49 $8,197 - $9,794	-202 Reduced 9.07%	2,025 $375,000
Q1 2018 Apr 25, 2018	SELL	$38.79 - $45.43 $19,472 - $22,805	-502 Reduced 18.4%	2,227 $374,000
Q4 2017 Jan 30, 2018	BUY	$38.37 - $44.1 $104,711 - $120,348	2,729	2,729 $462,000

Others Institutions Holding AAPL

# of Institutions

6,276

Shares Held

9.06B

Call Options Held

219M

Put Options Held

221M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.42T
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Lee Financial Group Hawaii, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lee Financial Group Hawaii, Inc. with notifications on news.

Account

Lee Financial Group Hawaii, Inc. Apple Inc. Transaction History