A detailed history of M Holdings Securities, Inc. transactions in Apple Inc. stock. As of the latest transaction made, M Holdings Securities, Inc. holds 136,732 shares of AAPL stock, worth $35.3 Million. This represents 8.01% of its overall portfolio holdings.

Number of Shares
136,732
Previous 318,823 57.11%
Holding current value
$35.3 Million
Previous $67.3 Million 52.65%
% of portfolio
8.01%
Previous 8.72%

Shares

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

Nov 12, 2024

SELL
$207.23 - $234.82 $37.7 Million - $42.8 Million
-182,091 Reduced 57.11%
136,732 $31.9 Million
Q2 2024

Aug 13, 2024

BUY
$165.0 - $216.67 $25.6 Million - $33.6 Million
154,879 Added 94.47%
318,823 $67.3 Million
Q1 2024

May 14, 2024

SELL
$169.0 - $195.18 $5.31 Million - $6.14 Million
-31,438 Reduced 16.09%
163,944 $28.1 Million
Q4 2023

Feb 14, 2024

BUY
$166.89 - $198.11 $393,192 - $466,747
2,356 Added 1.22%
195,382 $37.6 Million
Q3 2023

Feb 14, 2024

BUY
$170.43 - $196.45 $9.76 Million - $11.3 Million
57,280 Added 42.2%
193,026 $33 Million
Q2 2023

Sep 26, 2023

SELL
$160.1 - $193.97 $9.67 Million - $11.7 Million
-60,394 Reduced 30.79%
135,746 $26.3 Million
Q1 2023

May 15, 2023

SELL
$125.02 - $164.9 $1.65 Million - $2.18 Million
-13,190 Reduced 6.3%
196,140 $32.3 Million
Q4 2022

Feb 10, 2023

SELL
$126.04 - $155.74 $178,850 - $220,995
-1,419 Reduced 0.67%
209,330 $27.2 Million
Q3 2022

Nov 16, 2022

SELL
$138.2 - $174.55 $826,850 - $1.04 Million
-5,983 Reduced 2.76%
210,749 $29.1 Million
Q2 2022

Aug 16, 2022

SELL
$130.06 - $178.44 $1.91 Million - $2.62 Million
-14,698 Reduced 6.35%
216,732 $29.6 Million
Q1 2022

May 24, 2022

SELL
$150.62 - $182.01 $1.64 Million - $1.98 Million
-10,899 Reduced 4.5%
231,430 $40.4 Million
Q2 2021

Aug 19, 2021

SELL
$122.77 - $136.96 $1.1 Million - $1.23 Million
-8,975 Reduced 3.57%
242,329 $33.2 Million
Q1 2021

May 12, 2021

BUY
$116.36 - $143.16 $3.72 Million - $4.57 Million
31,935 Added 14.56%
251,304 $30.7 Million
Q4 2020

Feb 26, 2021

BUY
$108.77 - $136.69 $334,794 - $420,731
3,078 Added 1.42%
219,369 $29.1 Million
Q3 2020

Nov 16, 2020

BUY
$91.03 - $134.18 $14.9 Million - $21.9 Million
163,225 Added 307.59%
216,291 $25 Million
Q2 2020

Aug 21, 2020

SELL
$60.23 - $91.63 $8.47 Million - $12.9 Million
-140,649 Reduced 72.61%
53,066 $19.4 Million
Q1 2020

May 13, 2020

BUY
$56.09 - $81.8 $8.62 Million - $12.6 Million
153,667 Added 383.71%
193,715 $49.3 Million
Q4 2019

Feb 10, 2020

SELL
$54.74 - $73.41 $833,690 - $1.12 Million
-15,230 Reduced 27.55%
40,048 $11.8 Million
Q3 2019

Nov 04, 2019

BUY
$48.33 - $55.99 $2.67 Million - $3.1 Million
55,278 New
55,278 $12.4 Million
Q2 2019

Aug 16, 2019

SELL
$43.33 - $52.94 $2.88 Million - $3.52 Million
-66,570 Closed
0 $0
Q1 2019

May 17, 2019

BUY
$35.55 - $48.77 $137,827 - $189,081
3,877 Added 6.18%
66,570 $12.6 Million
Q4 2018

Feb 15, 2019

BUY
$36.71 - $58.02 $181,310 - $286,560
4,939 Added 8.55%
62,693 $9.89 Million
Q3 2018

Nov 16, 2018

SELL
$45.98 - $57.09 $364,023 - $451,981
-7,917 Reduced 12.06%
57,754 $13 Million
Q2 2018

Aug 17, 2018

BUY
$40.58 - $48.49 $602,897 - $720,415
14,857 Added 29.24%
65,671 $12.2 Million
Q1 2018

May 18, 2018

SELL
$38.79 - $45.43 $547,947 - $641,744
-14,126 Reduced 21.75%
50,814 $8.53 Million
Q4 2017

Feb 15, 2018

SELL
$38.37 - $44.1 $28,854 - $33,163
-752 Reduced 1.14%
64,940 $2.93 Million
Q3 2017

Nov 15, 2017

SELL
$37.18 - $41.01 $19,407 - $21,407
-522 Reduced 0.79%
65,692 $10.1 Million
Q2 2017

Aug 22, 2017

BUY
N/A
66,214
66,214 $9.54 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 $4.15T
  • 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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