A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 13,223 shares of AAPL stock, worth $2.98 Million. This represents 4.87% of its overall portfolio holdings.

Number of Shares
13,223
Previous 12,676 4.32%
Holding current value
$2.98 Million
Previous $2.67 Billion 15.4%
% of portfolio
4.87%
Previous 3.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$207.23 - $234.82 $113,354 - $128,446
547 Added 4.32%
13,223 $3.08 Billion
Q2 2024

Aug 14, 2024

BUY
$165.0 - $216.67 $152,790 - $200,636
926 Added 7.88%
12,676 $2.67 Billion
Q1 2024

May 14, 2024

SELL
$169.0 - $195.18 $32,110 - $37,084
-190 Reduced 1.59%
11,750 $2.01 Billion
Q4 2023

May 14, 2024

BUY
$166.89 - $198.11 $1.99 Million - $2.37 Million
11,940 New
11,940 $2.3 Billion

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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