Accretive Wealth Partners, LLC AAPL Holdings History
Accretive Wealth Partners, LLC's Apple Inc Holding Summary
As of 2025-03-31, Accretive Wealth Partners, LLC held 62,212.00 shares of Apple Inc(AAPL), totaling $12.35 Mil. This investment constitutes 4.36% of their stock portfolio, and Accretive Wealth Partners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Accretive Wealth Partners, LLC has made 11 purchases of AAPL, at an average price of $187.43, for a total of 108,708.00 shares. In addition, there have been 6 sales at an average price of $213.15 for 46,496.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Accretive Wealth Partners, LLC's estimated gain on his AAPL holdings is $2.67 Mil, reflecting a 13.12% gain to date.
Accretive Wealth Partners, LLC AAPL ($211.18) Holding Chart
Accretive Wealth Partners, LLC AAPL ($211.18) 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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