Mc Kinley Carter Wealth Services, Inc. Apple Inc. Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.47 Billion
  • Q1 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 145,632 shares of AAPL stock, worth $33.3 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
145,632
Previous 142,193 2.42%
Holding current value
$33.3 Million
Previous $27.4 Million 8.78%
% of portfolio
1.7%
Previous 2.02%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$169.0 - $195.18 $581,191 - $671,224
3,439 Added 2.42%
145,632 $25 Million
Q4 2023

Feb 07, 2024
BUY
$166.89 - $198.11 $1.27 Million - $1.51 Million
7,603 Added 5.65%
142,193 $27.4 Million
Q3 2023

Oct 13, 2023
SELL
$170.43 - $196.45 $644,054 - $742,384
-3,779 Reduced 2.73%
134,590 $23 Million
Q2 2023

Aug 02, 2023
SELL
$160.1 - $193.97 $87,894 - $106,489
-549 Reduced 0.4%
138,369 $26.8 Million
Q1 2023

Apr 24, 2023
SELL
$125.02 - $164.9 $452,072 - $596,278
-3,616 Reduced 2.54%
138,918 $22.9 Million
Q4 2022

Feb 07, 2023
SELL
$126.04 - $155.74 $12,856 - $15,885
-102 Reduced 0.07%
142,534 $18.5 Million
Q3 2022

Oct 24, 2022
BUY
$138.2 - $174.55 $195,414 - $246,813
1,414 Added 1.0%
142,636 $19.7 Million
Q2 2022

Jul 15, 2022
SELL
$130.06 - $178.44 $97,414 - $133,651
-749 Reduced 0.53%
141,222 $19.3 Million
Q1 2022

Apr 27, 2022
SELL
$150.62 - $182.01 $213,579 - $258,090
-1,418 Reduced 0.99%
141,971 $24.8 Million
Q4 2021

Feb 07, 2022
SELL
$139.14 - $180.33 $18,505 - $23,983
-133 Reduced 0.09%
143,389 $25.5 Million
Q3 2021

Nov 03, 2021
SELL
$137.27 - $156.69 $289,639 - $330,615
-2,110 Reduced 1.45%
143,522 $20.3 Million
Q2 2021

Aug 12, 2021
SELL
$122.77 - $136.96 $119,209 - $132,988
-971 Reduced 0.66%
145,632 $19.9 Million
Q1 2021

Apr 30, 2021
BUY
$116.36 - $143.16 $811,494 - $998,397
6,974 Added 4.99%
146,603 $17.9 Million
Q4 2020

Feb 16, 2021
BUY
$108.77 - $136.69 $441,062 - $554,277
4,055 Added 2.99%
139,629 $18.5 Million
Q4 2020

Feb 12, 2021
SELL
$108.77 - $136.69 $121,387 - $152,546
-1,116 Reduced 0.82%
135,574 $18 Million
Q3 2020

Oct 14, 2020
BUY
$91.03 - $134.18 $9.36 Million - $13.8 Million
102,824 Added 303.62%
136,690 $15.8 Million
Q2 2020

Jul 20, 2020
BUY
$60.23 - $91.63 $136,782 - $208,091
2,271 Added 7.19%
33,866 $12.4 Million
Q1 2020

May 01, 2020
SELL
$56.09 - $81.8 $49,920 - $72,802
-890 Reduced 2.74%
31,595 $8.03 Million
Q4 2019

Jan 23, 2020
BUY
$54.74 - $73.41 $930 - $1,247
17 Added 0.05%
32,485 $9.54 Million
Q3 2019

Nov 14, 2019
BUY
$48.33 - $55.99 $12,855 - $14,893
266 Added 0.83%
32,468 $7.27 Million
Q2 2019

Aug 02, 2019
SELL
$43.33 - $52.94 $56,155 - $68,610
-1,296 Reduced 3.87%
32,202 $6.37 Million
Q1 2019

May 08, 2019
SELL
$35.55 - $48.77 $263,141 - $360,995
-7,402 Reduced 18.1%
33,498 $6.36 Million
Q4 2018

Feb 13, 2019
BUY
$36.71 - $58.02 $87,883 - $138,899
2,394 Added 6.22%
40,900 $6.45 Million
Q3 2018

Nov 06, 2018
BUY
$45.98 - $57.09 $39,726 - $49,325
864 Added 2.3%
38,506 $8.69 Million
Q2 2018

Dec 07, 2018
BUY
$40.58 - $48.49 $42,933 - $51,302
1,058 Added 2.89%
37,642 $6.97 Million
Q1 2018

May 17, 2018
BUY
$38.79 - $45.43 $360,087 - $421,726
9,283 Added 34.0%
36,584 $6.14 Million
Q4 2017

Jan 31, 2018
SELL
$38.37 - $44.1 $15,578 - $17,904
-406 Reduced 1.47%
27,301 $4.62 Million
Q3 2017

Oct 31, 2017
BUY
$37.18 - $41.01 $25,356 - $27,968
682 Added 2.52%
27,707 $4.27 Million
Q2 2017

Aug 08, 2017
BUY
N/A
27,025
27,025 $3.89 Million

Others Institutions Holding AAPL

# of Institutions
5,493
Shares Held
8.82B
Call Options Held
157M
Put Options Held
155M
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 $3.68T
  • 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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