Allen Mooney & Barnes Investment Advisors LLC Apple Inc. Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$609 Billion
Q2 2025

A detailed history of Allen Mooney & Barnes Investment Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Allen Mooney & Barnes Investment Advisors LLC holds 137,928 shares of AAPL stock, worth $35.4 Million. This represents 4.65% of its overall portfolio holdings.

Number of Shares

137,928

Previous 136,231 1.25%

Holding current value

$35.4 Million

Previous $30.3 Billion 6.48%

% of portfolio

4.65%

Previous 4.92%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$172.42 - $223.89 $292,596 - $379,941	1,697 Added 1.25%	137,928 $28.3 Billion
Q1 2025 Apr 15, 2025	SELL	$209.68 - $247.1 $6.09 Million - $7.18 Million	-29,046 Reduced 17.57%	136,231 $30.3 Billion
Q4 2024 Jan 14, 2025	SELL	$221.69 - $259.02 $612,086 - $715,154	-2,761 Reduced 1.64%	165,277 $41.4 Billion
Q3 2024 Oct 15, 2024	SELL	$207.23 - $234.82 $294,681 - $333,914	-1,422 Reduced 0.84%	168,038 $39.2 Billion
Q2 2024 Jul 11, 2024	BUY	$165.0 - $216.67 $6.84 Million - $8.99 Million	41,473 Added 32.4%	169,460 $35.7 Billion
Q1 2024 Apr 12, 2024	SELL	$169.0 - $195.18 $8.4 Million - $9.71 Million	-49,724 Reduced 27.98%	127,987 $22.4 Billion
Q4 2023 Jan 22, 2024	BUY	$166.89 - $198.11 $984,317 - $1.17 Million	5,898 Added 3.43%	177,711 $34.2 Billion
Q3 2023 Nov 21, 2023	BUY	$170.43 - $196.45 $29.3 Million - $33.8 Million	171,813 New	171,813 $29.4 Billion
Q2 2023 May 23, 2024	BUY	$160.1 - $193.97 $750,708 - $909,525	4,689 Added 2.91%	165,819 $32.2 Billion
Q1 2023 May 23, 2024	BUY	$125.02 - $164.9 $116,518 - $153,686	932 Added 0.58%	161,130 $26.6 Billion
Q4 2022 May 23, 2024	BUY	$126.04 - $155.74 $4.06 Million - $5.02 Million	32,211 Added 25.17%	160,198 $20.8 Billion
Q3 2022 May 23, 2024	BUY	$138.2 - $174.55 $860,294 - $1.09 Million	6,225 Added 4.16%	155,748 $21.5 Billion
Q2 2022 May 23, 2024	BUY	$130.06 - $178.44 $705,835 - $968,393	5,427 Added 3.77%	149,523 $20.4 Billion
Q1 2022 May 23, 2024	BUY	$150.62 - $182.01 $2.43 Million - $2.93 Million	16,109 Added 12.59%	144,096 $25.2 Billion

Others Institutions Holding AAPL

# of Institutions

6,479

Shares Held

9.35B

Call Options Held

174M

Put Options Held

173M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $4.13T
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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Allen Mooney & Barnes Investment Advisors LLC Apple Inc. Transaction History