Atlantic Edge Private Wealth Management, LLC AAPL Holdings History
Atlantic Edge Private Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Atlantic Edge Private Wealth Management, LLC held 47,127.00 shares of Apple Inc(AAPL), totaling $10.47 Mil. This investment constitutes 3.2% of their stock portfolio, and Atlantic Edge Private Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Atlantic Edge Private Wealth Management, LLC has made 2 purchases of AAPL, at an average price of $184.57, for a total of 48,648.00 shares. In addition, there have been 3 sales at an average price of $205.36 for 1,521.00 shares. Based on historical transaction data and AAPL's current price of $210.16, Atlantic Edge Private Wealth Management, LLC's estimated gain on his AAPL holdings is $1.24 Mil, reflecting a 13.78% gain to date.
Atlantic Edge Private Wealth Management, LLC AAPL ($210.16) Holding Chart
Atlantic Edge Private Wealth Management, LLC AAPL ($210.16) 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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