Number of Shares
129,136.00
Current Holdings Value*
$27.03 Mil
% of Portfolio
3.55%
Total Estimate Gain
$3.33 Mil
% of Total Estimate Gain
13.61%

BARLOW WEALTH PARTNERS, INC.'s Apple Inc Holding Summary

As of 2025-03-31, BARLOW WEALTH PARTNERS, INC. held 129,136.00 shares of Apple Inc(AAPL), totaling $27.03 Mil. This investment constitutes 3.55% of their stock portfolio, and BARLOW WEALTH PARTNERS, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then BARLOW WEALTH PARTNERS, INC. has made 4 purchases of AAPL, at an average price of $188.56, for a total of 129,818.00 shares. In addition, there have been 1 sales at an average price of $181.83 for 682.00 shares. Based on historical transaction data and AAPL's current price of $214.40, BARLOW WEALTH PARTNERS, INC.'s estimated gain on his AAPL holdings is $3.33 Mil, reflecting a 13.61% gain to date.

BARLOW WEALTH PARTNERS, INC. AAPL ($214.40) Holding Chart

BARLOW WEALTH PARTNERS, INC. AAPL ($214.40) 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 %

Top Ranked Articles

  • 1