A detailed history of Summit Financial Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 38,345 shares of AAPL stock, worth $8.65 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
38,345
Previous 38,429 0.22%
Holding current value
$8.65 Million
Previous $6.59 Million 22.57%
% of portfolio
1.84%
Previous 1.49%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$165.0 - $216.67 $13,860 - $18,200
-84 Reduced 0.22%
38,345 $8.08 Million
Q1 2024

May 02, 2024

SELL
$169.0 - $195.18 $230,516 - $266,225
-1,364 Reduced 3.43%
38,429 $6.59 Million
Q4 2023

Jan 19, 2024

BUY
$166.89 - $198.11 $125,501 - $148,978
752 Added 1.93%
39,793 $7.66 Million
Q3 2023

Nov 13, 2023

SELL
$170.43 - $196.45 $394,715 - $454,978
-2,316 Reduced 5.6%
39,041 $6.68 Million
Q2 2023

Jul 12, 2023

BUY
$160.1 - $193.97 $231,664 - $280,674
1,447 Added 3.63%
41,357 $8.02 Million
Q1 2023

Apr 10, 2023

SELL
$125.02 - $164.9 $210,658 - $277,856
-1,685 Reduced 4.05%
39,910 $6.58 Million
Q4 2022

Jan 17, 2023

SELL
$126.04 - $155.74 $4,663 - $5,762
-37 Reduced 0.09%
41,595 $0
Q3 2022

Oct 28, 2022

SELL
$138.2 - $174.55 $99,365 - $125,501
-719 Reduced 1.7%
41,632 $6.03 Million
Q2 2022

Jul 26, 2022

BUY
$130.06 - $178.44 $131,230 - $180,045
1,009 Added 2.44%
42,351 $6.48 Million
Q1 2022

May 06, 2022

SELL
$150.62 - $182.01 $76,213 - $92,097
-506 Reduced 1.21%
41,342 $7.22 Million
Q4 2021

Jan 12, 2022

SELL
$139.14 - $180.33 $86,545 - $112,165
-622 Reduced 1.46%
41,848 $7.52 Million
Q3 2021

Nov 05, 2021

BUY
$137.27 - $156.69 $13,177 - $15,042
96 Added 0.23%
42,470 $6.01 Million
Q2 2021

Aug 09, 2021

SELL
$122.77 - $136.96 $381,078 - $425,123
-3,104 Reduced 6.83%
42,374 $5.8 Million
Q1 2021

Apr 23, 2021

BUY
$116.36 - $143.16 $9,774 - $12,025
84 Added 0.19%
45,478 $6.04 Million
Q4 2020

Jan 11, 2021

SELL
$108.77 - $136.69 $429,750 - $540,062
-3,951 Reduced 8.01%
45,394 $5.26 Million
Q3 2020

Nov 09, 2020

BUY
$91.03 - $134.18 $3.34 Million - $4.93 Million
36,744 Added 291.6%
49,345 $5.37 Million
Q2 2020

Jul 16, 2020

SELL
$60.23 - $91.63 $9,757 - $14,844
-162 Reduced 1.27%
12,601 $4.81 Million
Q1 2020

Apr 29, 2020

SELL
$56.09 - $81.8 $92,828 - $135,379
-1,655 Reduced 11.48%
12,763 $3.35 Million
Q4 2019

Jan 28, 2020

SELL
$54.74 - $73.41 $22,826 - $30,611
-417 Reduced 2.81%
14,418 $4.46 Million
Q3 2019

Nov 05, 2019

SELL
$48.33 - $55.99 $9,231 - $10,694
-191 Reduced 1.27%
14,835 $3.5 Million
Q2 2019

Jul 16, 2019

SELL
$43.33 - $52.94 $450,328 - $550,205
-10,393 Reduced 40.89%
15,026 $2.97 Million
Q1 2019

May 01, 2019

BUY
$35.55 - $48.77 $104,339 - $143,139
2,935 Added 13.05%
25,419 $4.97 Million
Q4 2018

Feb 01, 2019

BUY
$36.71 - $58.02 $265,560 - $419,716
7,234 Added 47.44%
22,484 $3.55 Million
Q3 2018

Oct 22, 2018

BUY
$45.98 - $57.09 $26,070 - $32,370
567 Added 3.86%
15,250 $3.31 Million
Q2 2018

Jul 06, 2018

SELL
$40.58 - $48.49 $24,023 - $28,706
-592 Reduced 3.88%
14,683 $2.46 Million
Q1 2018

Apr 09, 2018

BUY
$38.79 - $45.43 $418,311 - $489,917
10,784 Added 240.12%
15,275 $2.56 Million
Q1 2018

Apr 06, 2018

SELL
$38.79 - $45.43 $406,790 - $476,424
-10,487 Reduced 70.02%
4,491 $754,000
Q4 2017

Feb 05, 2018

SELL
$38.37 - $44.1 $23,635 - $27,165
-616 Reduced 3.95%
14,978 $2.54 Million
Q3 2017

Nov 06, 2017

SELL
$37.18 - $41.01 $45,024 - $49,663
-1,211 Reduced 7.21%
15,594 $2.4 Million
Q2 2017

Aug 14, 2017

BUY
N/A
16,805
16,805 $2.42 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 $3.62T
  • 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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