Peak Financial Advisors LLC Apple Inc. Transaction History

Peak Financial Advisors LLC

$159 Million
Q3 2024

A detailed history of Peak Financial Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Peak Financial Advisors LLC holds 4,863 shares of AAPL stock, worth $1.15 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

4,863

Previous 4,868 0.1%

Holding current value

$1.15 Million

Previous $1.03 Million 10.44%

% of portfolio

0.71%

Previous 0.74%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$207.23 - $234.82 $1,036 - $1,174	-5 Reduced 0.1%	4,863 $1.13 Million
Q2 2024 Jul 12, 2024	SELL	$165.0 - $216.67 $2.48 Million - $3.26 Million	-15,032 Reduced 75.54%	4,868 $1.03 Million
Q1 2024 Apr 12, 2024	BUY	$169.0 - $195.18 $388,869 - $449,109	2,301 Added 13.07%	19,900 $3.41 Million
Q4 2023 Jan 10, 2024	BUY	$166.89 - $198.11 $601,304 - $713,790	3,603 Added 25.74%	17,599 $3.39 Million
Q3 2023 Oct 10, 2023	BUY	$170.43 - $196.45 $277,630 - $320,017	1,629 Added 13.17%	13,996 $2.4 Million
Q2 2023 Jul 10, 2023	SELL	$160.1 - $193.97 $633,195 - $767,151	-3,955 Reduced 24.23%	12,367 $2.4 Million
Q1 2023 Apr 18, 2023	BUY	$125.02 - $164.9 $1.4 Million - $1.84 Million	11,161 Added 216.26%	16,322 $2.69 Million
Q4 2022 Jan 12, 2023	SELL	$126.04 - $155.74 $15,628 - $19,311	-124 Reduced 2.35%	5,161 $671 Million
Q3 2022 Oct 26, 2022	SELL	$138.2 - $174.55 $2,211 - $2,792	-16 Reduced 0.3%	5,285 $730,000
Q2 2022 Jul 14, 2022	SELL	$130.06 - $178.44 $43,440 - $59,598	-334 Reduced 5.93%	5,301 $725,000
Q1 2022 Apr 22, 2022	BUY	$150.62 - $182.01 $301 - $364	2 Added 0.04%	5,635 $984,000
Q4 2021 Jan 19, 2022	SELL	$139.14 - $180.33 $6,261 - $8,114	-45 Reduced 0.79%	5,633 $1 Million
Q3 2021 Oct 12, 2021	BUY	$137.27 - $156.69 $5,765 - $6,580	42 Added 0.75%	5,678 $803,000
Q2 2021 Jul 26, 2021	BUY	$122.77 - $136.96 $4,174 - $4,656	34 Added 0.61%	5,636 $772,000
Q1 2021 May 11, 2021	SELL	$116.36 - $143.16 $4,421 - $5,440	-38 Reduced 0.67%	5,602 $684,000
Q4 2020 Feb 02, 2021	BUY	$108.77 - $136.69 $613,462 - $770,931	5,640 New	5,640 $748,000

Others Institutions Holding AAPL

# of Institutions

5,711

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 $3.81T
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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Peak Financial Advisors LLC Apple Inc. Transaction History