Carl Stuart Investment Advisor, Inc Apple Inc. Transaction History

Carl Stuart Investment Advisor, Inc

$195 Million
Q2 2025

A detailed history of Carl Stuart Investment Advisor, Inc transactions in Apple Inc. stock. As of the latest transaction made, Carl Stuart Investment Advisor, Inc holds 1,070 shares of AAPL stock, worth $228,177. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,070

Previous 1,007 6.26%

Holding current value

$228,177

Previous $223,000 1.79%

% of portfolio

0.11%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$172.42 - $223.89 $10,862 - $14,105	63 Added 6.26%	1,070 $219,000
Q1 2025 Apr 23, 2025	SELL	$209.68 - $247.1 $43,823 - $51,643	-209 Reduced 17.19%	1,007 $223,000
Q4 2024 Feb 10, 2025	BUY	$221.69 - $259.02 $221 - $259	1 Added 0.08%	1,216 $304,000
Q3 2024 Oct 21, 2024	BUY	$207.23 - $234.82 $5,387 - $6,105	26 Added 2.19%	1,215 $282,000
Q3 2024 Oct 16, 2024	SELL	$207.23 - $234.82 $5,387 - $6,105	-26 Reduced 2.14%	1,189 $276,000
Q2 2024 Jul 31, 2024	BUY	$165.0 - $216.67 $4,290 - $5,633	26 Added 2.19%	1,215 $255,000
Q1 2024 Apr 24, 2024	SELL	$169.0 - $195.18 $1.54 Million - $1.78 Million	-9,098 Reduced 88.44%	1,189 $203,000
Q4 2023 Jan 11, 2024	BUY	$166.89 - $198.11 $1,502 - $1,782	9 Added 0.09%	10,287 $1.98 Million
Q3 2023 Oct 10, 2023	BUY	$170.43 - $196.45 $1,533 - $1,768	9 Added 0.09%	10,278 $1.76 Million
Q2 2023 Jul 19, 2023	BUY	$160.1 - $193.97 $1,601 - $1,939	10 Added 0.1%	10,269 $1.99 Million
Q1 2023 Apr 10, 2023	BUY	$125.02 - $164.9 $1,250 - $1,649	10 Added 0.1%	10,259 $1.69 Million
Q4 2022 Feb 13, 2023	BUY	$126.04 - $155.74 $1,386 - $1,713	11 Added 0.11%	10,249 $1.33 Million
Q3 2022 Nov 10, 2022	BUY	$138.2 - $174.55 $1,382 - $1,745	10 Added 0.1%	10,238 $1.5 Million
Q2 2022 Aug 11, 2022	BUY	$130.06 - $178.44 $714,679 - $980,527	5,495 Added 116.1%	10,228 $1.5 Million
Q1 2022 Apr 12, 2022	SELL	$150.62 - $182.01 $1.12 Million - $1.36 Million	-7,447 Reduced 61.14%	4,733 $815,000
Q4 2021 Feb 15, 2022	BUY	$139.14 - $180.33 $1.69 Million - $2.2 Million	12,180 New	12,180 $2.16 Million

Others Institutions Holding AAPL

# of Institutions

6,402

Shares Held

9.11B

Call Options Held

176M

Put Options Held

167M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.43T
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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Carl Stuart Investment Advisor, Inc Apple Inc. Transaction History