A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Apple Inc. stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 28,841 shares of AAPL stock, worth $7.08 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
28,841
Previous 29,518 2.29%
Holding current value
$7.08 Million
Previous $6.87 Million 5.06%
% of portfolio
1.4%
Previous 1.44%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

SELL
$221.69 - $259.02 $150,084 - $175,356
-677 Reduced 2.29%
28,841 $7.22 Million
Q3 2024

Nov 06, 2024

SELL
$207.23 - $234.82 $2.05 Million - $2.33 Million
-9,907 Reduced 25.13%
29,518 $6.87 Million
Q2 2024

Aug 07, 2024

SELL
$165.0 - $216.67 $165,495 - $217,320
-1,003 Reduced 2.48%
39,425 $8.3 Million
Q1 2024

May 08, 2024

BUY
$169.0 - $195.18 $1.94 Million - $2.24 Million
11,477 Added 39.64%
40,428 $6.93 Million
Q4 2023

Feb 09, 2024

BUY
$166.89 - $198.11 $32,042 - $38,037
192 Added 0.67%
28,951 $5.57 Million
Q3 2023

Nov 06, 2023

BUY
$170.43 - $196.45 $43,118 - $49,701
253 Added 0.89%
28,759 $4.92 Million
Q2 2023

Jul 31, 2023

BUY
$160.1 - $193.97 $17,130 - $20,754
107 Added 0.38%
28,506 $5.53 Million
Q1 2023

May 04, 2023

SELL
$125.02 - $164.9 $73,761 - $97,291
-590 Reduced 2.04%
28,399 $4.68 Million
Q4 2022

Feb 01, 2023

SELL
$126.04 - $155.74 $702,673 - $868,250
-5,575 Reduced 16.13%
28,989 $3.77 Million
Q3 2022

Oct 26, 2022

SELL
$138.2 - $174.55 $506,226 - $639,376
-3,663 Reduced 9.58%
34,564 $4.78 Million
Q2 2022

Jul 13, 2022

SELL
$130.06 - $178.44 $38,237 - $52,461
-294 Reduced 0.76%
38,227 $5.23 Million
Q1 2022

May 02, 2022

SELL
$150.62 - $182.01 $299,884 - $362,381
-1,991 Reduced 4.91%
38,521 $6.73 Million
Q4 2021

Jan 31, 2022

BUY
$139.14 - $180.33 $23,375 - $30,295
168 Added 0.42%
40,512 $7.19 Million
Q3 2021

Oct 14, 2021

BUY
$137.27 - $156.69 $341,253 - $389,531
2,486 Added 6.57%
40,344 $5.71 Million
Q2 2021

Jul 20, 2021

BUY
$122.77 - $136.96 $37,199 - $41,498
303 Added 0.81%
37,858 $5.19 Million
Q1 2021

Apr 26, 2021

BUY
$116.36 - $143.16 $339,887 - $418,170
2,921 Added 8.43%
37,555 $4.59 Million
Q4 2020

Jan 21, 2021

SELL
$108.77 - $136.69 $576,589 - $724,593
-5,301 Reduced 13.27%
34,634 $4.6 Million
Q3 2020

Oct 14, 2020

BUY
$91.03 - $134.18 $2.76 Million - $4.07 Million
30,358 Added 316.99%
39,935 $4.63 Million
Q2 2020

Jul 15, 2020

BUY
$60.23 - $91.63 $160,573 - $244,285
2,666 Added 38.58%
9,577 $3.49 Million
Q1 2020

Apr 21, 2020

BUY
$56.09 - $81.8 $106,010 - $154,602
1,890 Added 37.64%
6,911 $1.76 Million
Q4 2019

Jan 23, 2020

SELL
$54.74 - $73.41 $17,243 - $23,124
-315 Reduced 5.9%
5,021 $1.47 Million
Q3 2019

Nov 05, 2019

SELL
$48.33 - $55.99 $7,201 - $8,342
-149 Reduced 2.72%
5,336 $1.2 Million
Q2 2019

Jul 16, 2019

BUY
$43.33 - $52.94 $6,629 - $8,099
153 Added 2.87%
5,485 $1.09 Million
Q1 2019

May 01, 2019

SELL
$35.55 - $48.77 $5,332 - $7,315
-150 Reduced 2.74%
5,332 $1.01 Million
Q4 2018

Jan 31, 2019

SELL
$36.71 - $58.02 $51,137 - $80,821
-1,393 Reduced 20.26%
5,482 $865,000
Q3 2018

Oct 18, 2018

BUY
$45.98 - $57.09 $73,843 - $91,686
1,606 Added 30.48%
6,875 $1.55 Million
Q2 2018

Jul 24, 2018

SELL
$40.58 - $48.49 $66,875 - $79,911
-1,648 Reduced 23.83%
5,269 $975,000
Q1 2018

Apr 17, 2018

BUY
$38.79 - $45.43 $170,559 - $199,755
4,397 Added 174.48%
6,917 $1.16 Million
Q3 2017

Oct 11, 2017

BUY
$37.18 - $41.01 $93,693 - $103,345
2,520
2,520 $388,000

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.95T
  • 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

Track Schneider Downs Wealth Management Advisors, LP Portfolio

Follow Schneider Downs Wealth Management Advisors, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.