Moneta Group Investment Advisors LLC Apple Inc. Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 718,068 shares of AAPL stock, worth $178 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
718,068
Previous 626,839 14.55%
Holding current value
$178 Million
Previous $139 Million 5.81%
% of portfolio
1.79%
Previous 1.95%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$172.42 - $223.89 $15.7 Million - $20.4 Million
91,229 Added 14.55%
718,068 $147 Million
Q1 2025

May 15, 2025
SELL
$209.68 - $247.1 $2.82 Million - $3.32 Million
-13,436 Reduced 2.1%
626,839 $139 Million
Q4 2024

Feb 11, 2025
BUY
$221.69 - $259.02 $2.06 Million - $2.41 Million
9,297 Added 1.47%
640,275 $160 Million
Q3 2024

Nov 12, 2024
BUY
$207.23 - $234.82 $1.44 Million - $1.63 Million
6,954 Added 1.11%
630,978 $147 Million
Q2 2024

Aug 13, 2024
BUY
$165.0 - $216.67 $8.52 Million - $11.2 Million
51,633 Added 9.02%
624,024 $131 Million
Q1 2024

Aug 13, 2024
BUY
$169.0 - $195.18 $12.4 Million - $14.3 Million
73,167 Added 14.66%
572,391 $98.2 Million
Q4 2023

Feb 15, 2024
SELL
$166.89 - $198.11 $9.24 Million - $11 Million
-55,386 Reduced 9.99%
499,224 $96.1 Million
Q3 2023

Nov 15, 2023
BUY
$170.43 - $196.45 $234,341 - $270,118
1,375 Added 0.25%
554,610 $95 Million
Q2 2023

Aug 15, 2023
BUY
$160.1 - $193.97 $3.53 Million - $4.28 Million
22,043 Added 4.15%
553,235 $107 Million
Q1 2023

May 15, 2023
BUY
$125.02 - $164.9 $11.1 Million - $14.6 Million
88,827 Added 20.08%
531,192 $87.6 Million
Q4 2022

Feb 16, 2023
SELL
$126.04 - $155.74 $16 Million - $19.8 Million
-127,190 Reduced 22.33%
442,365 $57.5 Million
Q4 2022

Feb 16, 2023
SELL
$126.04 - $155.74 $71.7 Billion - $88.6 Billion
-568,985,167 Reduced 99.9%
569,555 $74 Million
Q4 2022

Feb 15, 2023
BUY
$126.04 - $155.74 $71.7 Billion - $88.6 Billion
569,066,184 Added 116483.5%
569,554,722 $74 Billion
Q3 2022

Nov 14, 2022
SELL
$138.2 - $174.55 $14.9 Million - $18.8 Million
-107,702 Reduced 18.06%
488,538 $67.5 Million
Q2 2022

Aug 15, 2022
BUY
$130.06 - $178.44 $26.2 Million - $36 Million
201,652 Added 51.1%
596,240 $81.5 Million
Q1 2022

May 11, 2022
BUY
$150.62 - $182.01 $2.81 Million - $3.4 Million
18,669 Added 4.97%
394,588 $68.9 Million
Q4 2021

Feb 11, 2022
BUY
$139.14 - $180.33 $1.41 Million - $1.83 Million
10,124 Added 2.77%
375,919 $66.8 Million
Q3 2021

Nov 12, 2021
SELL
$137.27 - $156.69 $197,119 - $225,006
-1,436 Reduced 0.39%
365,795 $51.8 Million
Q2 2021

Aug 13, 2021
BUY
$122.77 - $136.96 $636,439 - $710,000
5,184 Added 1.43%
367,231 $50.3 Million
Q1 2021

May 14, 2021
BUY
$116.36 - $143.16 $13.7 Million - $16.8 Million
117,477 Added 48.03%
362,047 $44.2 Million
Q4 2020

Feb 12, 2021
BUY
$108.77 - $136.69 $2.25 Million - $2.82 Million
20,660 Added 9.23%
244,570 $32.5 Million
Q3 2020

Nov 13, 2020
BUY
$91.03 - $134.18 $15.5 Million - $22.8 Million
169,971 Added 315.12%
223,910 $25.9 Million
Q2 2020

Aug 12, 2020
BUY
$60.23 - $91.63 $154,730 - $235,397
2,569 Added 5.0%
53,939 $19.7 Million
Q1 2020

May 13, 2020
BUY
$56.09 - $81.8 $60,689 - $88,507
1,082 Added 2.15%
51,370 $13.1 Million
Q4 2019

Feb 11, 2020
SELL
$54.74 - $73.41 $60,104 - $80,604
-1,098 Reduced 2.14%
50,288 $14.8 Million
Q3 2019

Nov 12, 2019
BUY
$48.33 - $55.99 $604,463 - $700,266
12,507 Added 32.17%
51,386 $11.5 Million
Q2 2019

Aug 16, 2019
BUY
$43.33 - $52.94 $1.14 Million - $1.39 Million
26,266 Added 208.25%
38,879 $7.7 Million
Q2 2019

Aug 13, 2019
SELL
$43.33 - $52.94 $542,014 - $662,226
-12,509 Reduced 49.79%
12,613 $7.7 Million
Q1 2019

May 16, 2019
SELL
$35.55 - $48.77 $1.98 Million - $2.72 Million
-55,710 Reduced 68.92%
25,122 $4.77 Million
Q1 2019

May 15, 2019
BUY
$35.55 - $48.77 $1.83 Million - $2.52 Million
51,607 Added 176.59%
80,832 $4.77 Million
Q4 2018

Feb 11, 2019
BUY
$36.71 - $58.02 $68,721 - $108,613
1,872 Added 6.84%
29,225 $4.61 Million
Q3 2018

Nov 13, 2018
SELL
$45.98 - $57.09 $438,327 - $544,238
-9,533 Reduced 25.84%
27,353 $6.18 Million
Q2 2018

Aug 15, 2018
SELL
$40.58 - $48.49 $18.4 Million - $22 Million
-453,144 Reduced 92.47%
36,886 $6.83 Million
Q2 2018

Aug 15, 2018
SELL
$40.58 - $48.49 $1.91 Million - $2.29 Million
-47,135 Reduced 8.77%
490,030 $6.83 Million
Q2 2018

Aug 14, 2018
BUY
$40.58 - $48.49 $21 Million - $25.1 Million
516,993 Added 2562.92%
537,165 $8.77 Million
Q1 2018

May 14, 2018
BUY
$38.79 - $45.43 $113,654 - $133,109
2,930 Added 16.99%
20,172 $3.38 Million
Q4 2017

Feb 13, 2018
SELL
$38.37 - $44.1 $31,309 - $35,985
-816 Reduced 4.52%
17,242 $2.92 Million
Q3 2017

Nov 13, 2017
BUY
$37.18 - $41.01 $671,396 - $740,558
18,058
18,058 $2.78 Million

Others Institutions Holding AAPL

# of Institutions
6,493
Shares Held
9.14B
Call Options Held
174M
Put Options Held
173M
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 $3.98T
  • 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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