Steel Peak Wealth Management LLC Apple Inc. Transaction History

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 870,293 shares of AAPL stock, worth $195 Million. This represents 9.03% of its overall portfolio holdings.

Number of Shares

870,293

Previous 842,007 3.36%

Holding current value

$195 Million

Previous $196 Million 11.13%

% of portfolio

9.03%

Previous 8.73%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$221.69 - $259.02 $6.27 Million - $7.33 Million	28,286 Added 3.36%	870,293 $218 Million
Q3 2024 Oct 25, 2024	BUY	$207.23 - $234.82 $10.3 Million - $11.7 Million	49,722 Added 6.28%	842,007 $196 Million
Q2 2024 Jul 16, 2024	SELL	$165.0 - $216.67 $10.9 Million - $14.3 Million	-66,011 Reduced 7.69%	792,285 $167 Million
Q1 2024 Apr 17, 2024	BUY	$169.0 - $195.18 $16.2 Million - $18.7 Million	95,971 Added 12.59%	858,296 $147 Million
Q4 2023 Jan 23, 2024	SELL	$166.89 - $198.11 $24 Million - $28.5 Million	-143,685 Reduced 15.86%	762,325 $147 Million
Q3 2023 Nov 02, 2023	BUY	$170.43 - $196.45 $1.76 Million - $2.03 Million	10,310 Added 1.15%	906,010 $155 Million
Q2 2023 Aug 02, 2023	BUY	$160.1 - $193.97 $19.5 Million - $23.7 Million	122,057 Added 15.78%	895,700 $174 Million
Q1 2023 May 05, 2023	SELL	$125.02 - $164.9 $5.31 Million - $7 Million	-42,469 Reduced 5.2%	773,643 $128 Million
Q4 2022 Jan 25, 2023	BUY	$126.04 - $155.74 $3.02 Million - $3.74 Million	23,986 Added 3.03%	816,112 $0
Q3 2022 Oct 26, 2022	SELL	$138.2 - $174.55 $22.1 Million - $27.9 Million	-160,121 Reduced 16.82%	792,126 $109 Million
Q2 2022 Aug 02, 2022	SELL	$130.06 - $178.44 $12.1 Million - $16.6 Million	-93,119 Reduced 8.91%	952,247 $130 Million
Q1 2022 May 10, 2022	BUY	$150.62 - $182.01 $10.3 Million - $12.4 Million	68,201 Added 6.98%	1,045,366 $183 Million
Q4 2021 Jan 31, 2022	BUY	$139.14 - $180.33 $5.23 Million - $6.78 Million	37,596 Added 4.0%	977,165 $174 Million
Q3 2021 Nov 15, 2021	BUY	$137.27 - $156.69 $31.3 Million - $35.8 Million	228,358 Added 32.11%	939,569 $133 Million
Q2 2021 Aug 13, 2021	BUY	$122.77 - $136.96 $1.6 Million - $1.79 Million	13,064 Added 1.87%	711,211 $97.4 Million
Q1 2021 May 18, 2021	BUY	$116.36 - $143.16 $6.69 Million - $8.23 Million	57,458 Added 8.97%	698,147 $85.3 Million
Q4 2020 Feb 04, 2021	BUY	$108.77 - $136.69 $547,330 - $687,824	5,032 Added 0.79%	640,689 $85 Million
Q3 2020 Oct 26, 2020	BUY	$91.03 - $134.18 $44.7 Million - $65.9 Million	491,104 Added 339.74%	635,657 $73.6 Million
Q2 2020 Jul 21, 2020	SELL	$60.23 - $91.63 $640,305 - $974,118	-10,631 Reduced 6.85%	144,553 $52.7 Million
Q1 2020 Apr 16, 2020	SELL	$56.09 - $81.8 $1.04 Million - $1.51 Million	-18,490 Reduced 10.65%	155,184 $39.5 Million
Q4 2019 Feb 06, 2020	BUY	$54.74 - $73.41 $9.51 Million - $12.7 Million	173,674 New	173,674 $51 Million

Others Institutions Holding AAPL

# of Institutions

5,768

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 $3.59T
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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Steel Peak Wealth Management LLC Apple Inc. Transaction History