A detailed history of Mission Wealth Management, LP transactions in Apple Inc. stock. As of the latest transaction made, Mission Wealth Management, LP holds 806,454 shares of AAPL stock, worth $208 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares
806,454
Previous 774,070 4.18%
Holding current value
$208 Million
Previous $163 Million 15.2%
% of portfolio
4.58%
Previous 4.35%

Shares

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

Oct 31, 2024

BUY
$207.23 - $234.82 $6.71 Million - $7.6 Million
32,384 Added 4.18%
806,454 $188 Million
Q2 2024

Aug 02, 2024

BUY
$165.0 - $216.67 $3.22 Million - $4.22 Million
19,488 Added 2.58%
774,070 $163 Million
Q1 2024

Apr 30, 2024

BUY
$169.0 - $195.18 $24.7 Million - $28.5 Million
146,143 Added 24.02%
754,582 $129 Million
Q4 2023

Feb 05, 2024

BUY
$166.89 - $198.11 $3.27 Million - $3.88 Million
19,602 Added 3.33%
608,439 $117 Million
Q3 2023

Oct 23, 2023

BUY
$170.43 - $196.45 $1.3 Million - $1.5 Million
7,616 Added 1.31%
588,837 $101 Million
Q2 2023

Aug 04, 2023

BUY
$160.1 - $193.97 $7.09 Million - $8.59 Million
44,292 Added 8.25%
581,221 $113 Million
Q1 2023

Apr 07, 2023

BUY
$125.02 - $164.9 $1.25 Million - $1.65 Million
10,006 Added 1.9%
536,929 $88.5 Million
Q4 2022

Feb 02, 2023

BUY
$126.04 - $155.74 $785,733 - $970,883
6,234 Added 1.2%
526,923 $68.5 Million
Q3 2022

Oct 12, 2022

BUY
$138.2 - $174.55 $3.57 Million - $4.5 Million
25,804 Added 5.21%
520,689 $72 Million
Q2 2022

Jul 27, 2022

BUY
$130.06 - $178.44 $55,795 - $76,550
429 Added 0.09%
494,885 $67.7 Million
Q1 2022

Apr 25, 2022

BUY
$150.62 - $182.01 $8.9 Million - $10.7 Million
59,057 Added 13.56%
494,456 $86.3 Million
Q4 2021

Feb 11, 2022

SELL
$139.14 - $180.33 $2.15 Million - $2.78 Million
-15,417 Reduced 3.42%
435,399 $77.3 Million
Q3 2021

Nov 05, 2021

BUY
$137.27 - $156.69 $4.95 Million - $5.65 Million
36,048 Added 8.69%
450,816 $63.8 Million
Q2 2021

Aug 10, 2021

BUY
$122.77 - $136.96 $2.17 Million - $2.42 Million
17,700 Added 4.46%
414,768 $56.8 Million
Q1 2021

May 10, 2021

SELL
$116.36 - $143.16 $4.88 Million - $6 Million
-41,939 Reduced 9.55%
397,068 $48.5 Million
Q4 2020

Jan 19, 2021

SELL
$108.77 - $136.69 $476,956 - $599,385
-4,385 Reduced 0.99%
439,007 $58.3 Million
Q3 2020

Oct 16, 2020

BUY
$91.03 - $134.18 $30.8 Million - $45.4 Million
338,143 Added 321.28%
443,392 $51.3 Million
Q2 2020

Aug 03, 2020

BUY
$60.23 - $91.63 $502,980 - $765,202
8,351 Added 8.62%
105,249 $38.4 Million
Q1 2020

Apr 10, 2020

SELL
$56.09 - $81.8 $438,455 - $639,430
-7,817 Reduced 7.47%
96,898 $24.6 Million
Q4 2019

Jan 21, 2020

BUY
$54.74 - $73.41 $134,058 - $179,781
2,449 Added 2.39%
104,715 $30.8 Million
Q3 2019

Oct 16, 2019

BUY
$48.33 - $55.99 $156,782 - $181,631
3,244 Added 3.28%
102,266 $22.9 Million
Q2 2019

Aug 09, 2019

SELL
$43.33 - $52.94 $223,669 - $273,276
-5,162 Reduced 4.95%
99,022 $19.6 Million
Q1 2019

May 14, 2019

SELL
$35.55 - $48.77 $150,412 - $206,345
-4,231 Reduced 3.9%
104,184 $19.8 Million
Q4 2018

Feb 08, 2019

BUY
$36.71 - $58.02 $179,915 - $284,356
4,901 Added 4.73%
108,415 $17.1 Million
Q3 2018

Nov 01, 2018

SELL
$45.98 - $57.09 $5,655 - $7,022
-123 Reduced 0.12%
103,514 $23.4 Million
Q2 2018

Aug 08, 2018

BUY
$40.58 - $48.49 $394,153 - $470,983
9,713 Added 10.34%
103,637 $19.2 Million
Q1 2018

May 04, 2018

BUY
$38.79 - $45.43 $479,754 - $561,878
12,368 Added 15.17%
93,924 $15.8 Million
Q4 2017

Feb 09, 2018

BUY
$38.37 - $44.1 $33,190 - $38,146
865 Added 1.07%
81,556 $13.8 Million
Q3 2017

Nov 13, 2017

SELL
$37.18 - $41.01 $17,251 - $19,028
-464 Reduced 0.57%
80,691 $12.4 Million
Q2 2017

Aug 11, 2017

BUY
N/A
81,155
81,155 $11.7 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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