Alaethes Wealth LLC AAPL Holdings History
Number of Shares
58,823.00
Current Holdings Value*
$13.07 Mil
% of Portfolio
4.79%
Total Estimate Gain
$5.02 Mil
% of Total Estimate Gain
45.31%
Alaethes Wealth LLC's Apple Inc Holding Summary
As of 2025-03-31, Alaethes Wealth LLC held 58,823.00 shares of Apple Inc(AAPL), totaling $13.07 Mil. This investment constitutes 4.79% of their stock portfolio, and Alaethes Wealth LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q1. And since then Alaethes Wealth LLC has made 7 purchases of AAPL, at an average price of $135.69, for a total of 81,658.00 shares. In addition, there have been 9 sales at an average price of $153.89 for 22,835.00 shares. Based on historical transaction data and AAPL's current price of $213.97, Alaethes Wealth LLC's estimated gain on his AAPL holdings is $5.02 Mil, reflecting a 45.31% gain to date.
Alaethes Wealth LLC AAPL ($213.97) Holding Chart
Alaethes Wealth LLC AAPL ($213.97) 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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