Archvest Wealth Advisors, Inc. AAPL Holdings History
Archvest Wealth Advisors, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Archvest Wealth Advisors, Inc. held 24,841.00 shares of Apple Inc(AAPL), totaling $5.52 Mil. This investment constitutes 4.57% of their stock portfolio, and Archvest Wealth Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Archvest Wealth Advisors, Inc. has made 6 purchases of AAPL, at an average price of $171.37, for a total of 56,277.00 shares. In addition, there have been 7 sales at an average price of $187.19 for 31,436.00 shares. Based on historical transaction data and AAPL's current price of $208.62, Archvest Wealth Advisors, Inc.'s estimated gain on his AAPL holdings is $1.42 Mil, reflecting a 14.75% gain to date.
Archvest Wealth Advisors, Inc. AAPL ($208.62) Holding Chart
Archvest Wealth Advisors, Inc. AAPL ($208.62) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
