Arkadios Wealth Advisors AAPL Holdings History
Arkadios Wealth Advisors's Apple Inc Holding Summary
As of 2025-03-31, Arkadios Wealth Advisors held 378,086.00 shares of Apple Inc(AAPL), totaling $83.98 Mil. This investment constitutes 3.17% of their stock portfolio, and Arkadios Wealth Advisors now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Arkadios Wealth Advisors has made 14 purchases of AAPL, at an average price of $149.91, for a total of 451,007.00 shares. In addition, there have been 7 sales at an average price of $151.00 for 72,921.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Arkadios Wealth Advisors's estimated gain on his AAPL holdings is $24.46 Mil, reflecting a 36.18% gain to date.
Arkadios Wealth Advisors AAPL ($214.40) Holding Chart
Arkadios Wealth Advisors AAPL ($214.40) 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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