Us Financial Advisors, LLC Apple Inc. Transaction History

Us Financial Advisors, LLC

$320 Million
Q3 2024

A detailed history of Us Financial Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Us Financial Advisors, LLC holds 13,680 shares of AAPL stock, worth $3.54 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

13,680

Previous 14,536 5.89%

Holding current value

$3.54 Million

Previous $3.06 Million 4.08%

% of portfolio

1.0%

Previous 1.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$207.23 - $234.82 $177,388 - $201,005	-856 Reduced 5.89%	13,680 $3.19 Million
Q2 2024 Aug 01, 2024	SELL	$165.0 - $216.67 $85,800 - $112,668	-520 Reduced 3.45%	14,536 $3.06 Million
Q1 2024 May 13, 2024	BUY	$169.0 - $195.18 $38,701 - $44,696	229 Added 1.54%	15,056 $2.58 Million
Q4 2023 Feb 07, 2024	BUY	$166.89 - $198.11 $191,589 - $227,430	1,148 Added 8.39%	14,827 $2.85 Million
Q3 2023 Nov 09, 2023	SELL	$170.43 - $196.45 $104,473 - $120,423	-613 Reduced 4.29%	13,679 $2.34 Million
Q2 2023 Aug 09, 2023	SELL	$160.1 - $193.97 $16,010 - $19,397	-100 Reduced 0.69%	14,292 $2.77 Million
Q1 2023 May 04, 2023	BUY	$125.02 - $164.9 $47,507 - $62,662	380 Added 2.71%	14,392 $2.37 Million
Q4 2022 Jan 26, 2023	BUY	$126.04 - $155.74 $141,668 - $175,051	1,124 Added 8.72%	14,012 $0
Q3 2022 Oct 13, 2022	BUY	$138.2 - $174.55 $203,292 - $256,763	1,471 Added 12.88%	12,888 $1.78 Million
Q4 2021 Feb 14, 2022	BUY	$139.14 - $180.33 $88,632 - $114,870	637 Added 5.91%	11,417 $2.03 Million
Q2 2021 Aug 10, 2021	SELL	$122.77 - $136.96 $710,347 - $792,450	-5,786 Reduced 34.93%	10,780 $1.48 Million
Q1 2021 Apr 30, 2021	SELL	$116.36 - $143.16 $91,109 - $112,094	-783 Reduced 4.51%	16,566 $2.02 Million
Q4 2020 Feb 18, 2021	BUY	$108.77 - $136.69 $1.89 Million - $2.37 Million	17,349 New	17,349 $2.3 Million

Others Institutions Holding AAPL

# of Institutions

5,706

Shares Held

8.78B

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 $4.16T
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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Us Financial Advisors, LLC Apple Inc. Transaction History