Morgan Rosel Wealth Management, LLC Apple Inc. Transaction History

Morgan Rosel Wealth Management, LLC

$313 Million
Q1 2025

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 14,354 shares of AAPL stock, worth $2.88 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

14,354

Previous 14,556 1.39%

Holding current value

$2.88 Million

Previous $3.65 Million 12.54%

% of portfolio

1.02%

Previous 1.25%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$209.68 - $247.1 $42,355 - $49,914	-202 Reduced 1.39%	14,354 $3.19 Million
Q4 2024 Feb 04, 2025	BUY	$221.69 - $259.02 $1.85 Million - $2.16 Million	8,342 Added 134.25%	14,556 $3.65 Million
Q3 2024 Oct 10, 2024	BUY	$207.23 - $234.82 $1,036 - $1,174	5 Added 0.08%	6,214 $1.45 Million
Q2 2024 Jul 15, 2024	BUY	$165.0 - $216.67 $14,190 - $18,633	86 Added 1.4%	6,209 $1.31 Million
Q1 2024 Apr 17, 2024	SELL	$169.0 - $195.18 $702,364 - $811,168	-4,156 Reduced 40.43%	6,123 $1.05 Million
Q4 2023 Jan 19, 2024	SELL	$166.89 - $198.11 $19,526 - $23,178	-117 Reduced 1.13%	10,279 $1.98 Million
Q3 2023 Oct 27, 2023	BUY	$170.43 - $196.45 $598,379 - $689,735	3,511 Added 50.99%	10,396 $1.78 Million
Q2 2023 Aug 04, 2023	BUY	$160.1 - $193.97 $12,167 - $14,741	76 Added 1.12%	6,885 $1.34 Million
Q1 2023 Apr 12, 2023	SELL	$125.02 - $164.9 $6,626 - $8,739	-53 Reduced 0.77%	6,809 $1.12 Million
Q4 2022 Jan 19, 2023	BUY	$126.04 - $155.74 $2,646 - $3,270	21 Added 0.31%	6,862 $0
Q3 2022 Oct 14, 2022	BUY	$138.2 - $174.55 $50,581 - $63,885	366 Added 5.65%	6,841 $945,000
Q2 2022 Jul 27, 2022	BUY	$130.06 - $178.44 $48,252 - $66,201	371 Added 6.08%	6,475 $885,000
Q1 2022 Apr 22, 2022	SELL	$150.62 - $182.01 $43,679 - $52,782	-290 Reduced 4.54%	6,104 $1.07 Million
Q4 2021 Jan 24, 2022	BUY	$139.14 - $180.33 $9,739 - $12,623	70 Added 1.11%	6,394 $1.14 Million
Q2 2021 Jul 28, 2021	SELL	$122.77 - $136.96 $955,396 - $1.07 Million	-7,782 Reduced 55.17%	6,324 $866,000
Q1 2021 Apr 30, 2021	SELL	$116.36 - $143.16 $50,616 - $62,274	-435 Reduced 2.99%	14,106 $1.72 Million
Q4 2020 Feb 11, 2021	BUY	$108.77 - $136.69 $60,693 - $76,273	558 Added 3.99%	14,541 $1.93 Million
Q3 2020 Oct 13, 2020	BUY	$91.03 - $134.18 $954,995 - $1.41 Million	10,491 Added 300.43%	13,983 $1.62 Million
Q2 2020 Jul 13, 2020	BUY	$60.23 - $91.63 $107,028 - $162,826	1,777 Added 103.62%	3,492 $1.27 Million
Q1 2020 Apr 17, 2020	SELL	$56.09 - $81.8 $18,677 - $27,239	-333 Reduced 16.26%	1,715 $436,000
Q4 2019 Jan 14, 2020	SELL	$54.74 - $73.41 $26,932 - $36,117	-492 Reduced 19.37%	2,048 $601,000
Q3 2019 Oct 31, 2019	BUY	$48.33 - $55.99 $9,327 - $10,806	193 Added 8.22%	2,540 $569,000
Q1 2019 Apr 09, 2019	SELL	$35.55 - $48.77 $122,398 - $167,915	-3,443 Reduced 59.46%	2,347 $446,000
Q4 2018 Feb 14, 2019	BUY	$36.71 - $58.02 $212,550 - $335,935	5,790 New	5,790 $913,000

Others Institutions Holding AAPL

# of Institutions

6,359

Shares Held

8.96B

Call Options Held

177M

Put Options Held

167M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.23T
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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Morgan Rosel Wealth Management, LLC Apple Inc. Transaction History