APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 24,675 Value ($000) $6,708 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 27,629 Value ($000) $7,035 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 28,264 Value ($000) $5,799 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 28,177 Value ($000) $6,259 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 28,231 Value ($000) $7,070 Avg Close $234.51 Range $218.48 - $258.93
Q3 2024
Shares 28,062 Value ($000) $6,538 Avg Close $221.95 Range $194.68 - $235.63
Q2 2024
Shares 23,041 Value ($000) $4,853 Avg Close $185.12 Range $162.75 - $218.71
Q1 2024
Shares 23,261 Value ($000) $3,989 Avg Close $180.25 Range $167.13 - $194.54
Q4 2023
Shares 15,234 Value ($000) $2,933 Avg Close $182.81 Range $163.90 - $197.75
Q3 2023
Shares 15,255 Value ($000) $2,612 Avg Close $181.32 Range $165.83 - $195.85
Q2 2023
Shares 13,715 Value ($000) $2,660 Avg Close $172.06 Range $157.65 - $192.15
Q1 2023
Shares 18,517 Value ($000) $3,053 Avg Close $145.49 Range $122.32 - $162.80
Q4 2022
Shares 20,134 Value ($000) $2,616 Avg Close $140.70 Range $124.00 - $154.90
Q3 2022
Shares 21,020 Value ($000) $2,905 Avg Close $154.28 Range $133.24 - $173.24
Q2 2022
Shares 18,005 Value ($000) $2,462 Avg Close $148.64 Range $126.74 - $175.05
Q1 2022
Shares 17,876 Value ($000) $3,121 Avg Close $164.84 Range $147.20 - $179.18
Q4 2021
Shares 24,468 Value ($000) $4,345 Avg Close $154.71 Range $135.23 - $178.39
Q3 2021
Shares 26,037 Value ($000) $3,684 Avg Close $143.90 Range $132.58 - $153.80
Q2 2021
Shares 26,064 Value ($000) $3,570 Avg Close $126.45 Range $119.38 - $134.19
Q1 2021
Shares 29,675 Value ($000) $3,625 Avg Close $125.06 Range $113.29 - $141.24
Q4 2020
Shares 32,021 Value ($000) $4,249 Avg Close $117.01 Range $104.29 - $135.11
Q3 2020
Shares 31,796 Value ($000) $3,682 Avg Close $105.97 Range $86.47 - $134.09
Q2 2020
Shares 7,728 Value ($000) $2,819 Avg Close $75.09 Range $57.29 - $90.30
Q1 2020
Shares 8,562 Value ($000) $2,177 Avg Close $71.07 Range $51.42 - $79.14
Q4 2019
Shares 8,880 Value ($000) $2,608 Avg Close $62.02 Range $51.75 - $70.93
Q3 2019
Shares 8,570 Value ($000) $1,919 Avg Close $50.22 Range $46.15 - $54.47
Q2 2019
Shares 11,598 Value ($000) $2,295 Avg Close $46.62 Range $40.80 - $51.40
Q1 2019
Shares 11,698 Value ($000) $2,222 Avg Close $40.43 Range $33.75 - $47.19