A detailed history of Montz Harcus Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 34,069 shares of AAPL stock, worth $7.83 Million. This represents 4.69% of its overall portfolio holdings.

Number of Shares
34,069
Previous 34,662 1.71%
Holding current value
$7.83 Million
Previous $7.3 Million 8.68%
% of portfolio
4.69%
Previous 4.77%

Shares

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

Oct 24, 2024

SELL
$207.23 - $234.82 $122,887 - $139,248
-593 Reduced 1.71%
34,069 $7.93 Million
Q2 2024

Jul 19, 2024

SELL
$165.0 - $216.67 $3,135 - $4,116
-19 Reduced 0.05%
34,662 $7.3 Million
Q1 2024

May 07, 2024

SELL
$169.0 - $195.18 $197,392 - $227,970
-1,168 Reduced 3.26%
34,681 $5.95 Million
Q4 2023

Jan 22, 2024

BUY
$166.89 - $198.11 $352,638 - $418,606
2,113 Added 6.26%
35,849 $6.9 Million
Q3 2023

Nov 14, 2023

BUY
$170.43 - $196.45 $22,326 - $25,734
131 Added 0.39%
33,736 $5.78 Million
Q2 2023

Jul 21, 2023

BUY
$160.1 - $193.97 $114,311 - $138,494
714 Added 2.17%
33,605 $6.52 Million
Q1 2023

Apr 25, 2023

SELL
$125.02 - $164.9 $123,269 - $162,591
-986 Reduced 2.91%
32,891 $5.42 Million
Q4 2022

Jan 20, 2023

BUY
$126.04 - $155.74 $265,566 - $328,144
2,107 Added 6.63%
33,877 $0
Q3 2022

Nov 02, 2022

BUY
$138.2 - $174.55 $75,733 - $95,653
548 Added 1.76%
31,770 $4.39 Million
Q2 2022

Jul 18, 2022

BUY
$130.06 - $178.44 $5,332 - $7,316
41 Added 0.13%
31,222 $4.27 Million
Q1 2022

May 05, 2022

SELL
$150.62 - $182.01 $39,161 - $47,322
-260 Reduced 0.83%
31,181 $5.44 Million
Q4 2021

Mar 24, 2022

BUY
$139.14 - $180.33 $4.37 Million - $5.67 Million
31,441 New
31,441 $5.58 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 $3.69T
  • 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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