Moneta Group Investment Advisors LLC Apple Inc. Transaction History

Moneta Group Investment Advisors LLC

$12.3 Billion
Q3 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 760,672 shares of AAPL stock, worth $203 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

760,672

Previous 718,068 5.93%

Holding current value

$203 Million

Previous $147 Million 31.47%

% of portfolio

1.58%

Previous 1.79%

39 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$202.38 - $256.87 $8.62 Million - $10.9 Million	42,604 Added 5.93%	760,672 $194 Million
Q2 2025 Aug 14, 2025	BUY	$172.42 - $223.89 $15.7 Million - $20.4 Million	91,229 Added 14.55%	718,068 $147 Million
Q1 2025 May 15, 2025	SELL	$209.68 - $247.1 $2.82 Million - $3.32 Million	-13,436 Reduced 2.1%	626,839 $139 Million
Q4 2024 Feb 11, 2025	BUY	$221.69 - $259.02 $2.06 Million - $2.41 Million	9,297 Added 1.47%	640,275 $160 Million
Q3 2024 Nov 12, 2024	BUY	$207.23 - $234.82 $1.44 Million - $1.63 Million	6,954 Added 1.11%	630,978 $147 Million

Q2 2024 Aug 13, 2024	BUY	$165.0 - $216.67 $8.52 Million - $11.2 Million	51,633 Added 9.02%	624,024 $131 Million
Q1 2024 Aug 13, 2024	BUY	$169.0 - $195.18 $12.4 Million - $14.3 Million	73,167 Added 14.66%	572,391 $98.2 Million
Q4 2023 Feb 15, 2024	SELL	$166.89 - $198.11 $9.24 Million - $11 Million	-55,386 Reduced 9.99%	499,224 $96.1 Million
Q3 2023 Nov 15, 2023	BUY	$170.43 - $196.45 $234,341 - $270,118	1,375 Added 0.25%	554,610 $95 Million
Q2 2023 Aug 15, 2023	BUY	$160.1 - $193.97 $3.53 Million - $4.28 Million	22,043 Added 4.15%	553,235 $107 Million
Q1 2023 May 15, 2023	BUY	$125.02 - $164.9 $11.1 Million - $14.6 Million	88,827 Added 20.08%	531,192 $87.6 Million
Q4 2022 Feb 16, 2023	SELL	$126.04 - $155.74 $16 Million - $19.8 Million	-127,190 Reduced 22.33%	442,365 $57.5 Million
Q4 2022 Feb 16, 2023	SELL	$126.04 - $155.74 $71.7 Billion - $88.6 Billion	-568,985,167 Reduced 99.9%	569,555 $74 Million
Q4 2022 Feb 15, 2023	BUY	$126.04 - $155.74 $71.7 Billion - $88.6 Billion	569,066,184 Added 116483.5%	569,554,722 $74 Billion
Q3 2022 Nov 14, 2022	SELL	$138.2 - $174.55 $14.9 Million - $18.8 Million	-107,702 Reduced 18.06%	488,538 $67.5 Million
Q2 2022 Aug 15, 2022	BUY	$130.06 - $178.44 $26.2 Million - $36 Million	201,652 Added 51.1%	596,240 $81.5 Million
Q1 2022 May 11, 2022	BUY	$150.62 - $182.01 $2.81 Million - $3.4 Million	18,669 Added 4.97%	394,588 $68.9 Million
Q4 2021 Feb 11, 2022	BUY	$139.14 - $180.33 $1.41 Million - $1.83 Million	10,124 Added 2.77%	375,919 $66.8 Million
Q3 2021 Nov 12, 2021	SELL	$137.27 - $156.69 $197,119 - $225,006	-1,436 Reduced 0.39%	365,795 $51.8 Million
Q2 2021 Aug 13, 2021	BUY	$122.77 - $136.96 $636,439 - $710,000	5,184 Added 1.43%	367,231 $50.3 Million
Q1 2021 May 14, 2021	BUY	$116.36 - $143.16 $13.7 Million - $16.8 Million	117,477 Added 48.03%	362,047 $44.2 Million
Q4 2020 Feb 12, 2021	BUY	$108.77 - $136.69 $2.25 Million - $2.82 Million	20,660 Added 9.23%	244,570 $32.5 Million
Q3 2020 Nov 13, 2020	BUY	$91.03 - $134.18 $15.5 Million - $22.8 Million	169,971 Added 315.12%	223,910 $25.9 Million
Q2 2020 Aug 12, 2020	BUY	$60.23 - $91.63 $154,730 - $235,397	2,569 Added 5.0%	53,939 $19.7 Million
Q1 2020 May 13, 2020	BUY	$56.09 - $81.8 $60,689 - $88,507	1,082 Added 2.15%	51,370 $13.1 Million
Q4 2019 Feb 11, 2020	SELL	$54.74 - $73.41 $60,104 - $80,604	-1,098 Reduced 2.14%	50,288 $14.8 Million
Q3 2019 Nov 12, 2019	BUY	$48.33 - $55.99 $604,463 - $700,266	12,507 Added 32.17%	51,386 $11.5 Million
Q2 2019 Aug 16, 2019	BUY	$43.33 - $52.94 $1.14 Million - $1.39 Million	26,266 Added 208.25%	38,879 $7.7 Million
Q2 2019 Aug 13, 2019	SELL	$43.33 - $52.94 $542,014 - $662,226	-12,509 Reduced 49.79%	12,613 $7.7 Million
Q1 2019 May 16, 2019	SELL	$35.55 - $48.77 $1.98 Million - $2.72 Million	-55,710 Reduced 68.92%	25,122 $4.77 Million
Q1 2019 May 15, 2019	BUY	$35.55 - $48.77 $1.83 Million - $2.52 Million	51,607 Added 176.59%	80,832 $4.77 Million
Q4 2018 Feb 11, 2019	BUY	$36.71 - $58.02 $68,721 - $108,613	1,872 Added 6.84%	29,225 $4.61 Million
Q3 2018 Nov 13, 2018	SELL	$45.98 - $57.09 $438,327 - $544,238	-9,533 Reduced 25.84%	27,353 $6.18 Million
Q2 2018 Aug 15, 2018	SELL	$40.58 - $48.49 $18.4 Million - $22 Million	-453,144 Reduced 92.47%	36,886 $6.83 Million
Q2 2018 Aug 15, 2018	SELL	$40.58 - $48.49 $1.91 Million - $2.29 Million	-47,135 Reduced 8.77%	490,030 $6.83 Million
Q2 2018 Aug 14, 2018	BUY	$40.58 - $48.49 $21 Million - $25.1 Million	516,993 Added 2562.92%	537,165 $8.77 Million
Q1 2018 May 14, 2018	BUY	$38.79 - $45.43 $113,654 - $133,109	2,930 Added 16.99%	20,172 $3.38 Million
Q4 2017 Feb 13, 2018	SELL	$38.37 - $44.1 $31,309 - $35,985	-816 Reduced 4.52%	17,242 $2.92 Million
Q3 2017 Nov 13, 2017	BUY	$37.18 - $41.01 $671,396 - $740,558	18,058	18,058 $2.78 Million

Others Institutions Holding AAPL

# of Institutions

6,592

Shares Held

Call Options Held

220M

Put Options Held

192M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $4.3T
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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Moneta Group Investment Advisors LLC Apple Inc. Transaction History