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 $1.28 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
5,552
Previous 5,999 7.45%
Holding current value
$1.28 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 $3.69T
  • 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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