A detailed history of Bms Financial Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 5,552 shares of AAPL stock, worth $1.22 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
5,552
Previous 5,999 7.45%
Holding current value
$1.22 Million
Previous $989,000 8.8%
% of portfolio
0.73%
Previous 0.69%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023

SELL
$160.1 - $193.97 $71,564 - $86,704
-447 Reduced 7.45%
5,552 $1.08 Million
Q1 2023

Apr 10, 2023

BUY
$125.02 - $164.9 $52,383 - $69,093
419 Added 7.51%
5,999 $989,000
Q4 2022

Jan 19, 2023

SELL
$126.04 - $155.74 $756 - $934
-6 Reduced 0.11%
5,580 $0
Q3 2022

Oct 17, 2022

SELL
$138.2 - $174.55 $22,526 - $28,451
-163 Reduced 2.84%
5,586 $772,000
Q2 2022

Jul 11, 2022

BUY
$130.06 - $178.44 $27,832 - $38,186
214 Added 3.87%
5,749 $786,000
Q1 2022

May 11, 2022

SELL
$150.62 - $182.01 $62,507 - $75,534
-415 Reduced 6.97%
5,535 $966,000
Q4 2021

May 11, 2022

BUY
$139.14 - $180.33 $827,882 - $1.07 Million
5,950 New
5,950 $1.06 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 $3.54T
  • 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
Track This Portfolio

Track Bms Financial Advisors, LLC Portfolio

Follow Bms Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bms Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bms Financial Advisors, LLC with notifications on news.