A detailed history of Monograph Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 119,118 shares of AAPL stock, worth $27 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
119,118
Previous 136,102 12.48%
Holding current value
$27 Million
Previous $26.2 Million 22.05%
% of portfolio
3.13%
Previous 4.9%

Shares

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

May 14, 2024

SELL
$169.0 - $195.18 $2.87 Million - $3.31 Million
-16,984 Reduced 12.48%
119,118 $20.4 Million
Q4 2023

Feb 14, 2024

SELL
$166.89 - $198.11 $206,609 - $245,260
-1,238 Reduced 0.9%
136,102 $26.2 Million
Q3 2023

Nov 15, 2023

BUY
$170.43 - $196.45 $816,700 - $941,388
4,792 Added 3.62%
137,340 $23.5 Million
Q2 2023

Aug 11, 2023

SELL
$160.1 - $193.97 $6.4 Million - $7.75 Million
-39,969 Reduced 23.17%
132,548 $25.7 Million
Q1 2023

May 09, 2023

BUY
$125.02 - $164.9 $346,680 - $457,267
2,773 Added 1.63%
172,517 $28.4 Million
Q4 2022

Feb 14, 2023

BUY
$126.04 - $155.74 $708,722 - $875,726
5,623 Added 3.43%
169,744 $22.1 Million
Q3 2022

Nov 15, 2022

SELL
$138.2 - $174.55 $1.07 Million - $1.35 Million
-7,711 Reduced 4.49%
164,121 $22.7 Million
Q2 2022

Aug 10, 2022

SELL
$130.06 - $178.44 $569,272 - $781,031
-4,377 Reduced 2.48%
171,832 $23.5 Million
Q1 2022

May 13, 2022

BUY
$150.62 - $182.01 $82,690 - $99,923
549 Added 0.31%
176,209 $30.8 Million
Q4 2021

Feb 10, 2022

BUY
$139.14 - $180.33 $24.4 Million - $31.7 Million
175,660 New
175,660 $31.2 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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