A detailed history of Cm Wealth Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 8,219 shares of AAPL stock, worth $1.85 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
8,219
Previous 13,994 41.27%
Holding current value
$1.85 Million
Previous $2.4 Million 27.84%
% of portfolio
0.82%
Previous 0.68%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$165.0 - $216.67 $952,875 - $1.25 Million
-5,775 Reduced 41.27%
8,219 $1.73 Million
Q1 2024

May 13, 2024

BUY
$169.0 - $195.18 $1.45 Million - $1.68 Million
8,603 Added 159.58%
13,994 $2.4 Million
Q3 2023

Nov 16, 2023

SELL
$170.43 - $196.45 $5.42 Million - $6.24 Million
-31,774 Reduced 85.49%
5,391 $922,000
Q2 2023

Aug 15, 2023

BUY
$160.1 - $193.97 $4.91 Million - $5.94 Million
30,647 Added 470.19%
37,165 $7.21 Million
Q1 2023

May 01, 2023

BUY
$125.02 - $164.9 $814,880 - $1.07 Million
6,518 New
6,518 $1.07 Million
Q4 2022

May 04, 2023

SELL
$126.04 - $155.74 $122,510 - $151,379
-972 Reduced 14.91%
5,546 $721 Million
Q3 2022

May 11, 2023

SELL
$138.2 - $174.55 $108,072 - $136,498
-782 Reduced 12.0%
5,736 $793 Million
Q2 2022

May 09, 2023

SELL
$130.06 - $178.44 $84,799 - $116,342
-652 Reduced 10.0%
5,866 $802 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 $3.62T
  • 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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