Mason Investment Advisory Services, Inc. Apple Inc. Transaction History

Mason Investment Advisory Services, Inc.

$1.66 Trillion
Q1 2025

A detailed history of Mason Investment Advisory Services, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 5,041 shares of AAPL stock, worth $990,959. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,041

Previous 7,048 28.48%

Holding current value

$990,959

Previous $1.76 Billion 36.56%

% of portfolio

0.07%

Previous 0.1%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$209.68 - $247.1 $420,827 - $495,929	-2,007 Reduced 28.48%	5,041 $1.12 Billion
Q4 2024 Feb 06, 2025	BUY	$221.69 - $259.02 $25,494 - $29,787	115 Added 1.66%	7,048 $1.76 Billion
Q3 2024 Nov 12, 2024	SELL	$207.23 - $234.82 $169,514 - $192,082	-818 Reduced 10.55%	6,933 $1.62 Billion
Q2 2024 Aug 09, 2024	BUY	$165.0 - $216.67 $148,995 - $195,653	903 Added 13.19%	7,751 $1.63 Billion
Q1 2024 May 13, 2024	SELL	$169.0 - $195.18 $121,004 - $139,748	-716 Reduced 9.47%	6,848 $1.17 Billion
Q4 2023 Feb 13, 2024	BUY	$166.89 - $198.11 $1.26 Million - $1.5 Million	7,564 New	7,564 $1.46 Billion
Q3 2023 Aug 08, 2024	BUY	$170.43 - $196.45 $83,169 - $95,867	488 Added 7.13%	7,336 $1.26 Billion
Q2 2023 Aug 08, 2024	SELL	$160.1 - $193.97 $8,485 - $10,280	-53 Reduced 0.75%	7,002 $1.36 Billion
Q1 2023 Aug 08, 2024	BUY	$125.02 - $164.9 $25,879 - $34,134	207 Added 3.02%	7,055 $1.16 Billion
Q4 2022 Aug 07, 2024	BUY	$126.04 - $155.74 $277,035 - $342,316	2,198 Added 30.76%	9,344 $1.21 Billion
Q3 2022 Aug 07, 2024	BUY	$138.2 - $174.55 $23,217 - $29,324	168 Added 2.41%	7,146 $988 Million
Q2 2022 Aug 07, 2024	BUY	$130.06 - $178.44 $26,792 - $36,758	206 Added 3.04%	6,978 $954 Million
Q1 2022 Aug 07, 2024	SELL	$150.62 - $182.01 $11,447 - $13,832	-76 Reduced 1.11%	6,772 $1.18 Billion
Q4 2021 Aug 06, 2024	BUY	$139.14 - $180.33 $162,237 - $210,264	1,166 Added 20.54%	6,842 $1.21 Billion
Q3 2021 Aug 06, 2024	BUY	$137.27 - $156.69 $14,825 - $16,922	108 Added 1.94%	5,676 $803 Million
Q1 2021 Aug 06, 2024	SELL	$116.36 - $143.16 $148,940 - $183,244	-1,280 Reduced 18.69%	5,568 $680 Million
Q4 2020 Aug 05, 2024	SELL	$108.77 - $136.69 $261,483 - $328,602	-2,404 Reduced 17.89%	11,032 $1.46 Billion
Q3 2020 Aug 05, 2024	BUY	$91.03 - $134.18 $871,885 - $1.29 Million	9,578 Added 248.26%	13,436 $1.56 Billion
Q2 2020 Aug 05, 2024	SELL	$60.23 - $91.63 $8,251 - $12,553	-137 Reduced 3.43%	3,858 $1.41 Billion
Q1 2020 Aug 05, 2024	SELL	$56.09 - $81.8 $160,024 - $233,375	-2,853 Reduced 41.66%	3,995 $1.02 Billion
Q4 2019 Aug 02, 2024	SELL	$54.74 - $73.41 $8,429 - $11,305	-154 Reduced 3.33%	4,474 $1.31 Billion
Q3 2019 Aug 02, 2024	BUY	$48.33 - $55.99 $386 - $447	8 Added 0.17%	4,628 $1.04 Billion
Q2 2019 Aug 02, 2024	SELL	$43.33 - $52.94 $24,091 - $29,434	-556 Reduced 10.74%	4,620 $914 Million
Q1 2019 Aug 02, 2024	SELL	$35.55 - $48.77 $59,439 - $81,543	-1,672 Reduced 24.42%	5,176 $983 Million

Others Institutions Holding AAPL

# of Institutions

6,365

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 $3.16T
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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Mason Investment Advisory Services, Inc. Apple Inc. Transaction History