A detailed history of Morton Brown Family Wealth, LLC transactions in Apple Inc. stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 8,942 shares of AAPL stock, worth $2.28 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
8,942
Previous 8,949 0.08%
Holding current value
$2.28 Million
Previous $1.88 Million 10.51%
% of portfolio
0.74%
Previous 0.72%

Shares

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

Oct 24, 2024

SELL
$207.23 - $234.82 $1,450 - $1,643
-7 Reduced 0.08%
8,942 $2.08 Million
Q2 2024

Jul 30, 2024

BUY
$165.0 - $216.67 $5,610 - $7,366
34 Added 0.38%
8,949 $1.88 Million
Q1 2024

Apr 23, 2024

SELL
$169.0 - $195.18 $483,340 - $558,214
-2,860 Reduced 24.29%
8,915 $1.53 Million
Q4 2023

Jan 26, 2024

BUY
$166.89 - $198.11 $484,481 - $575,113
2,903 Added 32.72%
11,775 $2.27 Million
Q3 2023

Oct 18, 2023

SELL
$170.43 - $196.45 $8,691 - $10,018
-51 Reduced 0.57%
8,872 $1.52 Million
Q2 2023

Jul 25, 2023

SELL
$160.1 - $193.97 $5,923 - $7,176
-37 Reduced 0.41%
8,923 $1.73 Million
Q1 2023

Apr 25, 2023

SELL
$125.02 - $164.9 $14,752 - $19,458
-118 Reduced 1.3%
8,960 $1.48 Million
Q3 2022

Oct 31, 2022

SELL
$138.2 - $174.55 $26,810 - $33,862
-194 Reduced 2.09%
9,078 $1.26 Million
Q2 2022

Jul 21, 2022

SELL
$130.06 - $178.44 $15,737 - $21,591
-121 Reduced 1.29%
9,272 $1.27 Million
Q1 2022

Apr 20, 2022

SELL
$150.62 - $182.01 $9,037 - $10,920
-60 Reduced 0.63%
9,393 $1.64 Million
Q4 2021

Feb 11, 2022

BUY
$139.14 - $180.33 $1.32 Million - $1.7 Million
9,453 New
9,453 $1.68 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 $4.09T
  • 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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