Number of Shares
22,626.00
Current Holdings Value*
$5.03 Mil
% of Portfolio
3.47%
Total Estimate Gain
$5.63 Mil
% of Total Estimate Gain
90.83%

Aberdeen Wealth Management LLC's Apple Inc Holding Summary

As of 2025-03-31, Aberdeen Wealth Management LLC held 22,626.00 shares of Apple Inc(AAPL), totaling $5.03 Mil. This investment constitutes 3.47% of their stock portfolio, and Aberdeen Wealth Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Aberdeen Wealth Management LLC has made 8 purchases of AAPL, at an average price of $90.46, for a total of 68,542.00 shares. In addition, there have been 12 sales at an average price of $158.63 for 45,916.00 shares. Based on historical transaction data and AAPL's current price of $201.00, Aberdeen Wealth Management LLC's estimated gain on his AAPL holdings is $5.63 Mil, reflecting a 90.83% gain to date.

Aberdeen Wealth Management LLC AAPL ($201.00) Holding Chart

Aberdeen Wealth Management LLC AAPL ($201.00) 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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