Mbm Wealth Consultants, LLC Apple Inc. Transaction History

Mbm Wealth Consultants, LLC

$290 Million
Q2 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Apple Inc. stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 13,751 shares of AAPL stock, worth $3.2 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

13,751

Previous 13,278 3.56%

Holding current value

$3.2 Million

Previous $2.28 Million 27.24%

% of portfolio

1.0%

Previous 0.8%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$165.0 - $216.67 $78,045 - $102,484	473 Added 3.56%	13,751 $2.9 Million
Q1 2024 Apr 18, 2024	BUY	$169.0 - $195.18 $97,175 - $112,228	575 Added 4.53%	13,278 $2.28 Million
Q4 2023 Jan 30, 2024	BUY	$166.89 - $198.11 $39,052 - $46,357	234 Added 1.88%	12,703 $2.45 Million
Q3 2023 Oct 19, 2023	SELL	$170.43 - $196.45 $119,471 - $137,711	-701 Reduced 5.32%	12,469 $2.13 Million
Q2 2023 Jul 24, 2023	BUY	$160.1 - $193.97 $208,770 - $252,936	1,304 Added 10.99%	13,170 $2.55 Million
Q4 2022 Feb 15, 2023	BUY	$126.04 - $155.74 $72,473 - $89,550	575 Added 5.09%	11,866 $1.48 Million
Q3 2022 Oct 24, 2022	BUY	$138.2 - $174.55 $25,843 - $32,640	187 Added 1.68%	11,291 $1.61 Million
Q2 2022 Aug 15, 2022	BUY	$130.06 - $178.44 $16,387 - $22,483	126 Added 1.15%	11,104 $1.52 Million
Q1 2022 May 16, 2022	BUY	$150.62 - $182.01 $335,280 - $405,154	2,226 Added 25.43%	10,978 $1.92 Million
Q4 2021 Feb 15, 2022	SELL	$139.14 - $180.33 $1,530 - $1,983	-11 Reduced 0.13%	8,752 $1.55 Million
Q3 2021 Nov 16, 2021	BUY	$137.27 - $156.69 $84,009 - $95,894	612 Added 7.51%	8,763 $1.24 Million
Q2 2021 Aug 13, 2021	BUY	$122.77 - $136.96 $24,062 - $26,844	196 Added 2.46%	8,151 $1.12 Million
Q1 2021 May 10, 2021	BUY	$116.36 - $143.16 $21,875 - $26,914	188 Added 2.42%	7,955 $971,000
Q4 2020 Feb 09, 2021	SELL	$108.77 - $136.69 $103,005 - $129,445	-947 Reduced 10.87%	7,767 $1.03 Million
Q3 2020 Nov 12, 2020	BUY	$91.03 - $134.18 $566,934 - $835,673	6,228 Added 250.52%	8,714 $1.01 Million
Q2 2020 Aug 07, 2020	SELL	$60.23 - $91.63 $28,247 - $42,974	-469 Reduced 15.87%	2,486 $906,000
Q1 2020 May 13, 2020	SELL	$56.09 - $81.8 $8,806 - $12,842	-157 Reduced 5.04%	2,955 $752,000
Q4 2019 Feb 11, 2020	SELL	$54.74 - $73.41 $36,566 - $49,037	-668 Reduced 17.67%	3,112 $914,000
Q3 2019 Oct 30, 2019	BUY	$48.33 - $55.99 $1,981 - $2,295	41 Added 1.1%	3,780 $847,000
Q2 2019 Jul 30, 2019	BUY	$43.33 - $52.94 $4,939 - $6,035	114 Added 3.14%	3,739 $758,000
Q1 2019 Apr 25, 2019	BUY	$35.55 - $48.77 $6,327 - $8,681	178 Added 5.16%	3,625 $689,000
Q4 2018 Feb 13, 2019	BUY	$36.71 - $58.02 $126,539 - $199,994	3,447 New	3,447 $544,000

Others Institutions Holding AAPL

# of Institutions

5,681

Shares Held

8.99B

Call Options Held

190M

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 $3.74T
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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Mbm Wealth Consultants, LLC Apple Inc. Transaction History