B. Riley Wealth Advisors, Inc. AAPL Holdings History
B. Riley Wealth Advisors, Inc.'s Apple Inc Holding Summary
As of 2024-12-31, B. Riley Wealth Advisors, Inc. held 667,482.00 shares of Apple Inc(AAPL), totaling $167.15 Mil. This investment constitutes 5.48% of their stock portfolio, and B. Riley Wealth Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2013Q4. And since then B. Riley Wealth Advisors, Inc. has made 16 purchases of AAPL, at an average price of $93.79, for a total of 2.91 Mil shares. In addition, there have been 21 sales at an average price of $116.88 for 2.24 Mil shares. Based on historical transaction data and AAPL's current price of $212.48, B. Riley Wealth Advisors, Inc.'s estimated gain on his AAPL holdings is $130.96 Mil, reflecting a 48.01% gain to date.
B. Riley Wealth Advisors, Inc. AAPL ($212.48) Holding Chart
B. Riley Wealth Advisors, Inc. AAPL ($212.48) 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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