A detailed history of Cm Wealth Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 13,994 shares of AAPL stock, worth $3.14 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
13,994
Previous 5,391 159.58%
Holding current value
$3.14 Million
Previous $1.04 Million 131.34%
% of portfolio
0.68%
Previous 0.45%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$169.0 - $195.18 $1.45 Million - $1.68 Million
8,603 Added 159.58%
13,994 $2.4 Million
Q3 2023

Nov 16, 2023

SELL
$170.43 - $196.45 $5.42 Million - $6.24 Million
-31,774 Reduced 85.49%
5,391 $922,000
Q2 2023

Aug 15, 2023

BUY
$160.1 - $193.97 $4.91 Million - $5.94 Million
30,647 Added 470.19%
37,165 $7.21 Million
Q1 2023

May 01, 2023

BUY
$125.02 - $164.9 $814,880 - $1.07 Million
6,518 New
6,518 $1.07 Million
Q4 2022

May 04, 2023

SELL
$126.04 - $155.74 $122,510 - $151,379
-972 Reduced 14.91%
5,546 $721 Million
Q3 2022

May 11, 2023

SELL
$138.2 - $174.55 $108,072 - $136,498
-782 Reduced 12.0%
5,736 $793 Million
Q2 2022

May 09, 2023

SELL
$130.06 - $178.44 $84,799 - $116,342
-652 Reduced 10.0%
5,866 $802 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 $3.6T
  • 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 Cm Wealth Advisors LLC Portfolio

Follow Cm Wealth 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 Cm Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cm Wealth Advisors LLC with notifications on news.