BARTLETT & CO. WEALTH MANAGEMENT LLC AAPL Holdings History
BARTLETT & CO. WEALTH MANAGEMENT LLC's Apple Inc Holding Summary
As of 2025-03-31, BARTLETT & CO. WEALTH MANAGEMENT LLC held 1.73 Mil shares of Apple Inc(AAPL), totaling $354.91 Mil. This investment constitutes 4.95% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q1. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 4 purchases of AAPL, at an average price of $51.37, for a total of 2.59 Mil shares. In addition, there have been 21 sales at an average price of $133.53 for 856,944.00 shares. Based on historical transaction data and AAPL's current price of $211.20, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his AAPL holdings is $346.88 Mil, reflecting a 261.03% gain to date.
BARTLETT & CO. WEALTH MANAGEMENT LLC AAPL ($211.20) Holding Chart
BARTLETT & CO. WEALTH MANAGEMENT LLC AAPL ($211.20) 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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