Mc Clarren Financial Advisors, Inc. Apple Inc. Transaction History

Mc Clarren Financial Advisors, Inc.

$141 Million
Q2 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 21,026 shares of AAPL stock, worth $4.82 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares

21,026

Previous 18,058 16.44%

Holding current value

$4.82 Million

Previous $4.73 Million 8.82%

% of portfolio

3.07%

Previous 3.13%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$172.42 - $223.89 $511,742 - $664,505	2,968 Added 16.44%	21,026 $4.31 Million
Q1 2025 May 09, 2025	BUY	$209.68 - $247.1 $3.79 Million - $4.46 Million	18,058 New	18,058 $4.73 Million
Q3 2024 Oct 18, 2024	BUY	$207.23 - $234.82 $2.72 Million - $3.09 Million	13,139 Added 249.55%	18,404 $444,000
Q2 2024 Jul 26, 2024	SELL	$165.0 - $216.67 $3.06 Million - $4.02 Million	-18,569 Reduced 77.91%	5,265 $4.76 Million
Q1 2024 Jul 26, 2024	BUY	$169.0 - $195.18 $3.36 Million - $3.88 Million	19,889 Added 504.16%	23,834 $4.09 Million
Q1 2024 May 03, 2024	SELL	$169.0 - $195.18 $3.41 Million - $3.94 Million	-20,192 Reduced 83.66%	3,945 $4.09 Million
Q4 2023 Feb 02, 2024	BUY	$166.89 - $198.11 $205,608 - $244,071	1,232 Added 5.38%	24,137 $4.65 Million
Q3 2023 Nov 03, 2023	BUY	$170.43 - $196.45 $231,273 - $266,582	1,357 Added 6.3%	22,905 $3.92 Million
Q2 2023 Aug 04, 2023	BUY	$160.1 - $193.97 $216,135 - $261,859	1,350 Added 6.68%	21,548 $4.18 Million
Q1 2023 May 05, 2023	BUY	$125.02 - $164.9 $2,750 - $3,627	22 Added 0.11%	20,198 $3.32 Million
Q4 2022 Jan 30, 2023	BUY	$126.04 - $155.74 $112,175 - $138,608	890 Added 4.61%	20,176 $2.62 Million
Q3 2022 Oct 31, 2022	BUY	$138.2 - $174.55 $515,071 - $650,547	3,727 Added 23.95%	19,286 $2.67 Million
Q2 2022 Aug 11, 2022	BUY	$130.06 - $178.44 $537,668 - $737,670	4,134 Added 36.18%	15,559 $2.13 Million
Q1 2022 Apr 29, 2022	BUY	$150.62 - $182.01 $1,656 - $2,002	11 Added 0.1%	11,425 $1.99 Million
Q4 2021 Jan 19, 2022	SELL	$139.14 - $180.33 $8,487 - $11,000	-61 Reduced 0.53%	11,414 $2.03 Million
Q3 2021 Oct 15, 2021	SELL	$137.27 - $156.69 $960 - $1,096	-7 Reduced 0.06%	11,475 $1.62 Million
Q2 2021 Jul 23, 2021	BUY	$122.77 - $136.96 $26,641 - $29,720	217 Added 1.93%	11,482 $1.57 Million
Q1 2021 Apr 21, 2021	SELL	$116.36 - $143.16 $5,585 - $6,871	-48 Reduced 0.42%	11,265 $1.37 Million
Q4 2020 Jan 29, 2021	BUY	$108.77 - $136.69 $1.23 Million - $1.55 Million	11,313 New	11,313 $1.5 Million

Others Institutions Holding AAPL

# of Institutions

6,409

Shares Held

9.11B

Call Options Held

176M

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 $3.69T
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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Mc Clarren Financial Advisors, Inc. Apple Inc. Transaction History