A detailed history of Ml & R Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 20,864 shares of AAPL stock, worth $4.72 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
20,864
Previous 23,162 9.92%
Holding current value
$4.72 Million
Previous $4.46 Million 19.78%
% of portfolio
0.82%
Previous 1.01%

Shares

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

May 14, 2024

SELL
$169.0 - $195.18 $388,362 - $448,523
-2,298 Reduced 9.92%
20,864 $3.58 Million
Q4 2023

Feb 09, 2024

SELL
$166.89 - $198.11 $290,722 - $345,107
-1,742 Reduced 6.99%
23,162 $4.46 Million
Q3 2023

Nov 02, 2023

SELL
$170.43 - $196.45 $4.29 Million - $4.94 Million
-25,167 Reduced 50.26%
24,904 $4.26 Million
Q2 2023

Aug 08, 2023

BUY
$160.1 - $193.97 $4.6 Million - $5.58 Million
28,743 Added 134.77%
50,071 $9.71 Million
Q1 2023

May 05, 2023

BUY
$125.02 - $164.9 $1.27 Million - $1.67 Million
10,143 Added 90.68%
21,328 $3.52 Million
Q4 2022

Feb 06, 2023

SELL
$126.04 - $155.74 $66,297 - $81,919
-526 Reduced 4.49%
11,185 $1.45 Million
Q3 2022

Oct 26, 2022

BUY
$138.2 - $174.55 $58,458 - $73,834
423 Added 3.75%
11,711 $1.62 Million
Q2 2022

Jul 25, 2022

SELL
$130.06 - $178.44 $468,736 - $643,097
-3,604 Reduced 24.2%
11,288 $1.54 Million
Q1 2022

Apr 18, 2022

BUY
$150.62 - $182.01 $40,215 - $48,596
267 Added 1.83%
14,892 $2.6 Million
Q4 2021

Feb 02, 2022

BUY
$139.14 - $180.33 $2.03 Million - $2.64 Million
14,625 New
14,625 $2.6 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.64T
  • 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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