ATTICUS WEALTH MANAGEMENT, LLC AAPL Holdings History
ATTICUS WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2025-06-30, ATTICUS WEALTH MANAGEMENT, LLC held 50,141.00 shares of Apple Inc(AAPL), totaling $10.29 Mil. This investment constitutes 2.78% of their stock portfolio, and ATTICUS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then ATTICUS WEALTH MANAGEMENT, LLC has made 9 purchases of AAPL, at an average price of $91.05, for a total of 73,751.00 shares. In addition, there have been 12 sales at an average price of $161.58 for 23,610.00 shares. Based on historical transaction data and AAPL's current price of $211.30, ATTICUS WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $7.69 Mil, reflecting a 114.58% gain to date.
ATTICUS WEALTH MANAGEMENT, LLC AAPL ($211.30) Holding Chart
ATTICUS WEALTH MANAGEMENT, LLC AAPL ($211.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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