A detailed history of Lutz Financial Services LLC transactions in Apple Inc. stock. As of the latest transaction made, Lutz Financial Services LLC holds 6,386 shares of AAPL stock, worth $1.65 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,386
Previous 6,041 5.71%
Holding current value
$1.65 Million
Previous $1.27 Million 16.9%
% of portfolio
0.12%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$207.23 - $234.82 $71,494 - $81,012
345 Added 5.71%
6,386 $1.49 Million
Q2 2024

Jul 29, 2024

BUY
$165.0 - $216.67 $22,935 - $30,117
139 Added 2.36%
6,041 $1.27 Million
Q1 2024

May 03, 2024

BUY
$169.0 - $195.18 $19,097 - $22,055
113 Added 1.95%
5,902 $1.01 Million
Q4 2023

Feb 07, 2024

SELL
$166.89 - $198.11 $91,121 - $108,168
-546 Reduced 8.62%
5,789 $1.11 Million
Q3 2023

Nov 03, 2023

SELL
$170.43 - $196.45 $59,309 - $68,364
-348 Reduced 5.21%
6,335 $1.08 Million
Q2 2023

Aug 07, 2023

SELL
$160.1 - $193.97 $562,431 - $681,416
-3,513 Reduced 34.45%
6,683 $1.3 Million
Q1 2023

May 01, 2023

BUY
$125.02 - $164.9 $97,765 - $128,951
782 Added 8.31%
10,196 $1.68 Million
Q4 2022

Feb 06, 2023

SELL
$126.04 - $155.74 $9,326 - $11,524
-74 Reduced 0.78%
9,414 $1.22 Million
Q3 2022

Oct 21, 2022

BUY
$138.2 - $174.55 $1.31 Million - $1.66 Million
9,488 New
9,488 $1.31 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 $4.15T
  • 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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