A detailed history of Meritas Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 41,854 shares of AAPL stock, worth $10.8 Million. This represents 6.03% of its overall portfolio holdings.

Number of Shares
41,854
Previous 41,581 0.66%
Holding current value
$10.8 Million
Previous $8.76 Billion 11.35%
% of portfolio
6.03%
Previous 6.18%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

BUY
$207.23 - $234.82 $56,573 - $64,105
273 Added 0.66%
41,854 $9.75 Billion
Q2 2024

Jul 24, 2024

BUY
$165.0 - $216.67 $8,910 - $11,700
54 Added 0.13%
41,581 $8.76 Billion
Q1 2024

Apr 17, 2024

BUY
$169.0 - $195.18 $25,350 - $29,277
150 Added 0.36%
41,527 $7.12 Billion
Q4 2023

Jan 10, 2024

SELL
$166.89 - $198.11 $2.35 Million - $2.79 Million
-14,073 Reduced 25.38%
41,377 $7.97 Billion
Q3 2023

Oct 24, 2023

SELL
$170.43 - $196.45 $361,652 - $416,866
-2,122 Reduced 3.69%
55,450 $9.49 Billion
Q2 2023

Sep 05, 2023

SELL
$160.1 - $193.97 $930,981 - $1.13 Million
-5,815 Reduced 9.17%
57,572 $11.2 Billion
Q1 2023

Sep 05, 2023

BUY
$125.02 - $164.9 $81,263 - $107,185
650 Added 1.04%
63,387 $10.5 Billion
Q4 2022

Sep 05, 2023

BUY
$126.04 - $155.74 $7.91 Million - $9.77 Million
62,737 New
62,737 $8.15 Billion

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.16T
  • 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
Track This Portfolio

Track Meritas Wealth Management, LLC Portfolio

Follow Meritas Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meritas Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meritas Wealth Management, LLC with notifications on news.