Marcum Wealth, LLC Apple Inc. Transaction History

Marcum Wealth, LLC

  • $988 Million
  • Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Apple Inc. stock. As of the latest transaction made, Marcum Wealth, LLC holds 91,060 shares of AAPL stock, worth $20.1 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
91,060
Previous 84,932 7.22%
Holding current value
$20.1 Million
Previous $14.6 Million 31.69%
% of portfolio
1.94%
Previous 1.49%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
5,672
Shares Held
8.98B
Call Options Held
190M
Put Options Held
167M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.55T
  • 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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