Mount Yale Investment Advisors, LLC Apple Inc. Transaction History

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 682,871 shares of AAPL stock, worth $137 Million. This represents 13.62% of its overall portfolio holdings.

Number of Shares
682,871
Previous 691,646 1.27%
Holding current value
$137 Million
Previous $173 Million 12.42%
% of portfolio
13.62%
Previous 14.39%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$209.68 - $247.1 $1.84 Million - $2.17 Million
-8,775 Reduced 1.27%
682,871 $152 Million
Q4 2024

Jan 22, 2025
SELL
$221.69 - $259.02 $27.4 Million - $32 Million
-123,468 Reduced 15.15%
691,646 $173 Million
Q3 2024

Oct 23, 2024
SELL
$207.23 - $234.82 $25 Million - $28.4 Million
-120,785 Reduced 12.91%
815,114 $190 Million
Q2 2024

Aug 13, 2024
SELL
$165.0 - $216.67 $23.3 Million - $30.6 Million
-141,196 Reduced 13.11%
935,899 $197 Million
Q1 2024

May 15, 2024
BUY
$169.0 - $195.18 $10.2 Million - $11.7 Million
60,155 Added 5.92%
1,077,095 $185 Million
Q4 2023

Feb 12, 2024
BUY
$166.89 - $198.11 $6.13 Million - $7.27 Million
36,702 Added 3.74%
1,016,940 $196 Million
Q3 2023

Oct 11, 2023
BUY
$170.43 - $196.45 $13.4 Million - $15.5 Million
78,880 Added 8.75%
980,238 $168 Million
Q2 2023

Aug 14, 2023
SELL
$160.1 - $193.97 $7.03 Million - $8.52 Million
-43,901 Reduced 4.64%
901,358 $175 Million
Q1 2023

May 11, 2023
BUY
$125.02 - $164.9 $3.94 Million - $5.19 Million
31,480 Added 3.45%
945,259 $156 Million
Q4 2022

Feb 13, 2023
BUY
$126.04 - $155.74 $4.94 Million - $6.11 Million
39,223 Added 4.48%
913,779 $119 Million
Q3 2022

Nov 07, 2022
SELL
$138.2 - $174.55 $313,575 - $396,053
-2,269 Reduced 0.26%
874,556 $121 Million
Q2 2022

Aug 02, 2022
SELL
$130.06 - $178.44 $1.57 Million - $2.16 Million
-12,102 Reduced 1.36%
876,825 $120 Million
Q1 2022

May 03, 2022
SELL
$150.62 - $182.01 $884,290 - $1.07 Million
-5,871 Reduced 0.66%
888,927 $155 Million
Q4 2021

Feb 02, 2022
SELL
$139.14 - $180.33 $6.61 Million - $8.57 Million
-47,530 Reduced 5.04%
894,798 $159 Million
Q3 2021

Nov 02, 2021
SELL
$137.27 - $156.69 $6.09 Million - $6.95 Million
-44,331 Reduced 4.49%
942,328 $133 Million
Q2 2021

Aug 04, 2021
SELL
$122.77 - $136.96 $1.92 Million - $2.15 Million
-15,667 Reduced 1.56%
986,659 $135 Million
Q1 2021

May 04, 2021
BUY
$116.36 - $143.16 $25.8 Million - $31.7 Million
221,414 Added 28.35%
1,002,326 $122 Million
Q4 2020

Feb 12, 2021
SELL
$108.77 - $136.69 $2.66 Million - $3.34 Million
-24,429 Reduced 3.03%
780,912 $104 Million
Q3 2020

Nov 16, 2020
BUY
$91.03 - $134.18 $54.5 Million - $80.3 Million
598,397 Added 289.16%
805,341 $93.3 Million
Q2 2020

Jul 09, 2020
BUY
$60.23 - $91.63 $496,957 - $756,039
8,251 Added 4.15%
206,944 $75.5 Million
Q1 2020

May 04, 2020
SELL
$56.09 - $81.8 $134,840 - $196,647
-2,404 Reduced 1.2%
198,693 $50.5 Million
Q4 2019

Feb 13, 2020
SELL
$54.74 - $73.41 $1.05 Million - $1.4 Million
-19,113 Reduced 8.68%
201,097 $62.2 Million
Q3 2019

Nov 14, 2019
SELL
$48.33 - $55.99 $3.8 Million - $4.4 Million
-78,569 Reduced 26.3%
220,210 $57.7 Million
Q2 2019

Aug 13, 2019
SELL
$43.33 - $52.94 $207,117 - $253,053
-4,780 Reduced 1.57%
298,779 $59.5 Million
Q1 2019

May 15, 2019
BUY
$35.55 - $48.77 $1.31 Million - $1.8 Million
36,893 Added 13.83%
303,559 $57.7 Million
Q4 2018

Feb 14, 2019
SELL
$36.71 - $58.02 $2.14 Million - $3.38 Million
-58,261 Reduced 17.93%
266,666 $45.2 Million
Q3 2018

Nov 13, 2018
BUY
$45.98 - $57.09 $6.91 Million - $8.57 Million
150,180 Added 85.94%
324,927 $68.2 Million
Q2 2018

Aug 22, 2018
BUY
$40.58 - $48.49 $4.29 Million - $5.12 Million
105,598 Added 152.71%
174,747 $32.3 Million
Q1 2018

Jun 25, 2018
BUY
$38.79 - $45.43 $2.68 Million - $3.14 Million
69,149 New
69,149 $11.6 Million

Others Institutions Holding AAPL

# of Institutions
6,366
Shares Held
8.96B
Call Options Held
177M
Put Options Held
167M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.22T
  • 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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