A detailed history of Charles Carroll Financial Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Charles Carroll Financial Partners, LLC holds 51,833 shares of AAPL stock, worth $12.9 Million. This represents 10.74% of its overall portfolio holdings.

Number of Shares
51,833
Previous 54,719 5.27%
Holding current value
$12.9 Million
Previous $9.37 Million 6.52%
% of portfolio
10.74%
Previous 11.64%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$166.89 - $198.11 $481,644 - $571,745
-2,886 Reduced 5.27%
51,833 $9.98 Million
Q3 2023

Nov 14, 2023

BUY
$170.43 - $196.45 $350,233 - $403,704
2,055 Added 3.9%
54,719 $9.37 Million
Q2 2023

Aug 14, 2023

BUY
$160.1 - $193.97 $12,808 - $15,517
80 Added 0.15%
52,664 $10.2 Million
Q1 2023

May 08, 2023

SELL
$125.02 - $164.9 $80,012 - $105,536
-640 Reduced 1.2%
52,584 $8.67 Million
Q4 2022

Feb 09, 2023

SELL
$126.04 - $155.74 $516,259 - $637,911
-4,096 Reduced 7.15%
53,224 $6.92 Million
Q3 2022

Nov 14, 2022

SELL
$138.2 - $174.55 $706,893 - $892,823
-5,115 Reduced 8.19%
57,320 $7.92 Million
Q2 2022

Jul 27, 2022

SELL
$130.06 - $178.44 $40,318 - $55,316
-310 Reduced 0.49%
62,435 $8.54 Million
Q1 2022

May 12, 2022

SELL
$150.62 - $182.01 $814,552 - $984,310
-5,408 Reduced 7.94%
62,745 $11 Million
Q4 2021

Jan 21, 2022

BUY
$139.14 - $180.33 $9.48 Million - $12.3 Million
68,153 New
68,153 $12.1 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 $4.01T
  • 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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