A detailed history of Monument Group Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 4,124 shares of AAPL stock, worth $922,373. This represents 0.73% of its overall portfolio holdings.

Number of Shares
4,124
Previous 6,136 32.79%
Holding current value
$922,373
Previous $1.43 Billion 27.77%
% of portfolio
0.73%
Previous 0.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

SELL
$221.69 - $259.02 $446,040 - $521,148
-2,012 Reduced 32.79%
4,124 $1.03 Billion
Q3 2024

Oct 18, 2024

SELL
$207.23 - $234.82 $2,901 - $3,287
-14 Reduced 0.23%
6,136 $1.43 Billion
Q1 2024

May 07, 2024

SELL
$169.0 - $195.18 $11,154 - $12,881
-66 Reduced 1.06%
6,150 $1.05 Billion
Q4 2023

Feb 01, 2024

BUY
$166.89 - $198.11 $1.04 Million - $1.23 Million
6,216 New
6,216 $1.2 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 $3.59T
  • 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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