Marcum Wealth, LLC Apple Inc. Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Apple Inc. stock. As of the latest transaction made, Marcum Wealth, LLC holds 95,207 shares of AAPL stock, worth $19.7 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

95,207

Previous 94,467 0.78%

Holding current value

$19.7 Million

Previous $23.7 Million 10.6%

% of portfolio

1.86%

Previous 2.07%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	BUY	$209.68 - $247.1 $155,163 - $182,854	740 Added 0.78%	95,207 $21.1 Million
Q4 2024 Jan 13, 2025	BUY	$221.69 - $259.02 $605,878 - $707,901	2,733 Added 2.98%	94,467 $23.7 Million
Q3 2024 Oct 08, 2024	BUY	$207.23 - $234.82 $139,673 - $158,268	674 Added 0.74%	91,734 $21.4 Million
Q2 2024 Jul 02, 2024	BUY	$165.0 - $216.67 $1.01 Million - $1.33 Million	6,128 Added 7.22%	91,060 $19.2 Million
Q1 2024 Apr 10, 2024	SELL	$169.0 - $195.18 $1.47 Million - $1.7 Million	-8,718 Reduced 9.31%	84,932 $14.6 Million
Q4 2023 Jan 10, 2024	SELL	$166.89 - $198.11 $493,660 - $586,009	-2,958 Reduced 3.06%	93,650 $18 Million
Q3 2023 Oct 10, 2023	SELL	$170.43 - $196.45 $1.98 Million - $2.28 Million	-11,624 Reduced 10.74%	96,608 $16.5 Million
Q2 2023 Jul 13, 2023	SELL	$160.1 - $193.97 $138,326 - $167,590	-864 Reduced 0.79%	108,232 $21 Million
Q1 2023 Apr 19, 2023	SELL	$125.02 - $164.9 $108,517 - $143,133	-868 Reduced 0.79%	109,096 $18 Million
Q4 2022 Jan 12, 2023	BUY	$126.04 - $155.74 $321,906 - $397,759	2,554 Added 2.38%	109,964 $0
Q3 2022 Oct 11, 2022	SELL	$138.2 - $174.55 $375,074 - $473,728	-2,714 Reduced 2.46%	107,410 $14.8 Million
Q2 2022 Jul 14, 2022	BUY	$130.06 - $178.44 $496,569 - $681,283	3,818 Added 3.59%	110,124 $15.1 Million
Q1 2022 Apr 20, 2022	SELL	$150.62 - $182.01 $51,813 - $62,611	-344 Reduced 0.32%	106,306 $18.6 Million
Q4 2021 Feb 01, 2022	BUY	$139.14 - $180.33 $949,908 - $1.23 Million	6,827 Added 6.84%	106,650 $18.9 Million
Q3 2021 Nov 08, 2021	BUY	$137.27 - $156.69 $3.08 Million - $3.52 Million	22,454 Added 29.02%	99,823 $14.1 Million
Q2 2021 Aug 10, 2021	SELL	$122.77 - $136.96 $34.8 Million - $38.8 Million	-283,082 Reduced 78.54%	77,369 $10.6 Million
Q1 2021 May 11, 2021	BUY	$116.36 - $143.16 $6.39 Million - $7.86 Million	54,915 Added 17.97%	360,451 $44 Million
Q4 2020 Feb 09, 2021	BUY	$108.77 - $136.69 $29.6 Million - $37.1 Million	271,730 Added 803.79%	305,536 $40.5 Million
Q3 2020 Nov 09, 2020	BUY	$91.03 - $134.18 $2.49 Million - $3.66 Million	27,303 Added 419.85%	33,806 $3.92 Million
Q2 2020 Aug 14, 2020	BUY	$60.23 - $91.63 $24,453 - $37,201	406 Added 6.66%	6,503 $2.37 Million
Q1 2020 May 14, 2020	SELL	$56.09 - $81.8 $7,908 - $11,533	-141 Reduced 2.26%	6,097 $1.55 Million
Q4 2019 Feb 13, 2020	BUY	$54.74 - $73.41 $341,468 - $457,931	6,238 New	6,238 $1.83 Million

Others Institutions Holding AAPL

# of Institutions

6,352

Shares Held

8.96B

Call Options Held

177M

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 $3.32T
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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Marcum Wealth, LLC Apple Inc. Transaction History