Ascent Wealth Partners, LLC AAPL Holdings History
Ascent Wealth Partners, LLC's Apple Inc Holding Summary
As of 2025-03-31, Ascent Wealth Partners, LLC held 157,025.00 shares of Apple Inc(AAPL), totaling $34.88 Mil. This investment constitutes 4.68% of their stock portfolio, and Ascent Wealth Partners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q3. And since then Ascent Wealth Partners, LLC has made 12 purchases of AAPL, at an average price of $54.39, for a total of 208,003.00 shares. In addition, there have been 15 sales at an average price of $140.63 for 50,978.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Ascent Wealth Partners, LLC's estimated gain on his AAPL holdings is $29.50 Mil, reflecting a 260.77% gain to date.
Ascent Wealth Partners, LLC AAPL ($214.29) Holding Chart
Ascent Wealth Partners, LLC AAPL ($214.29) 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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