Morris Retirement Advisors, LLC Apple Inc. Transaction History

Morris Retirement Advisors, LLC

$167 Million
Q1 2024

A detailed history of Morris Retirement Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 23,111 shares of AAPL stock, worth $5.23 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares

23,111

Previous 29,896 22.7%

Holding current value

$5.23 Million

Previous $5.76 Million 31.14%

% of portfolio

2.37%

Previous 3.8%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$169.0 - $195.18 $1.15 Million - $1.32 Million	-6,785 Reduced 22.7%	23,111 $3.96 Million
Q4 2023 Feb 12, 2024	BUY	$166.89 - $198.11 $1.33 Million - $1.57 Million	7,948 Added 36.21%	29,896 $5.76 Million
Q3 2023 Nov 08, 2023	BUY	$170.43 - $196.45 $655,303 - $755,350	3,845 Added 21.24%	21,948 $3.76 Million
Q2 2023 Jul 17, 2023	SELL	$160.1 - $193.97 $138,166 - $167,396	-863 Reduced 4.55%	18,103 $3.51 Million
Q1 2023 Apr 13, 2023	SELL	$125.02 - $164.9 $131,020 - $172,815	-1,048 Reduced 5.24%	18,966 $3.13 Million

Q4 2022 Feb 02, 2023	SELL	$126.04 - $155.74 $77,892 - $96,247	-618 Reduced 3.0%	20,014 $2.6 Million
Q3 2022 Oct 14, 2022	BUY	$138.2 - $174.55 $39,939 - $50,444	289 Added 1.42%	20,632 $2.9 Million
Q2 2022 Aug 08, 2022	SELL	$130.06 - $178.44 $44,090 - $60,491	-339 Reduced 1.64%	20,343 $2.78 Million
Q1 2022 May 10, 2022	SELL	$150.62 - $182.01 $124,110 - $149,976	-824 Reduced 3.83%	20,682 $3.61 Million
Q4 2021 Feb 02, 2022	SELL	$139.14 - $180.33 $10,157 - $13,164	-73 Reduced 0.34%	21,506 $3.82 Million
Q3 2021 Oct 28, 2021	BUY	$137.27 - $156.69 $33,082 - $37,762	241 Added 1.13%	21,579 $3.05 Million
Q2 2021 Jul 29, 2021	SELL	$122.77 - $136.96 $70,592 - $78,752	-575 Reduced 2.62%	21,338 $2.92 Million
Q1 2021 May 04, 2021	SELL	$116.36 - $143.16 $46,544 - $57,264	-400 Reduced 1.79%	21,913 $2.68 Million
Q4 2020 Feb 01, 2021	BUY	$108.77 - $136.69 $2.43 Million - $3.05 Million	22,313 New	22,313 $2.96 Million

Others Institutions Holding AAPL

# of Institutions

5,488

Shares Held

8.82B

Call Options Held

157M

Put Options Held

155M

View Full List

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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Morris Retirement Advisors, LLC Apple Inc. Transaction History