B. Riley Wealth Management, Inc. AAPL Holdings History
B. Riley Wealth Management, Inc.'s Apple Inc Holding Summary
As of 2022-06-30, B. Riley Wealth Management, Inc. held 394,033.00 shares of Apple Inc(AAPL), totaling $965.02 Mil. This investment constitutes 1.13% of their stock portfolio, and B. Riley Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then B. Riley Wealth Management, Inc. has made 13 purchases of AAPL, at an average price of $79.34, for a total of 1.03 Mil shares. In addition, there have been 10 sales at an average price of $81.89 for 637,550.00 shares. Based on historical transaction data and AAPL's current price of $209.95, B. Riley Wealth Management, Inc.'s estimated gain on his AAPL holdings is $53.10 Mil, reflecting a 64.88% gain to date.
B. Riley Wealth Management, Inc. AAPL ($209.95) Holding Chart
B. Riley Wealth Management, Inc. AAPL ($209.95) 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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