A detailed history of Mosaic Family Wealth Partners, LLC transactions in Apple Inc. stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 67,858 shares of AAPL stock, worth $17.3 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
67,858
Previous 71,091 4.55%
Holding current value
$17.3 Million
Previous $15 Billion 5.59%
% of portfolio
2.35%
Previous 2.41%

Shares

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

Nov 13, 2024

SELL
$207.23 - $234.82 $669,974 - $759,173
-3,233 Reduced 4.55%
67,858 $15.8 Billion
Q2 2024

Aug 06, 2024

SELL
$165.0 - $216.67 $1.07 Million - $1.41 Million
-6,503 Reduced 8.38%
71,091 $15 Billion
Q1 2024

Jun 13, 2024

SELL
$169.0 - $195.18 $3.73 Million - $4.31 Million
-22,093 Reduced 22.16%
77,594 $13.3 Billion
Q4 2023

Jan 29, 2024

BUY
$166.89 - $198.11 $3.5 Million - $4.16 Million
20,999 Added 26.69%
99,687 $19.2 Billion
Q3 2023

Nov 01, 2023

SELL
$170.43 - $196.45 $141,968 - $163,642
-833 Reduced 1.05%
78,688 $13.5 Billion
Q2 2023

Aug 08, 2023

SELL
$160.1 - $193.97 $39,704 - $48,104
-248 Reduced 0.31%
79,521 $15.4 Billion
Q1 2023

Apr 10, 2023

SELL
$125.02 - $164.9 $36,005 - $47,491
-288 Reduced 0.36%
79,769 $13.2 Billion
Q4 2022

Feb 14, 2023

BUY
$126.04 - $155.74 $10.1 Million - $12.5 Million
80,057 New
80,057 $10.4 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 $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
Track This Portfolio

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.