BAKER TILLY WEALTH MANAGEMENT, LLC AAPL Holdings History
BAKER TILLY WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held 24,310.00 shares of Apple Inc(AAPL), totaling $4.99 Mil. This investment constitutes 1.78% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 7 purchases of AAPL, at an average price of $127.38, for a total of 161,221.00 shares. In addition, there have been 10 sales at an average price of $182.80 for 136,911.00 shares. Based on historical transaction data and AAPL's current price of $210.62, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $9.61 Mil, reflecting a 46.80% gain to date.
BAKER TILLY WEALTH MANAGEMENT, LLC AAPL ($210.62) Holding Chart
BAKER TILLY WEALTH MANAGEMENT, LLC AAPL ($210.62) 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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