Number of Shares
378,086.00
Current Holdings Value*
$83.98 Mil
% of Portfolio
3.17%
Total Estimate Gain
$24.31 Mil
% of Total Estimate Gain
35.95%

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 $213.99, Arkadios Wealth Advisors's estimated gain on his AAPL holdings is $24.31 Mil, reflecting a 35.95% gain to date.

Arkadios Wealth Advisors AAPL ($213.99) Holding Chart

Arkadios Wealth Advisors AAPL ($213.99) 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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