Number of Shares
139,458.00
Current Holdings Value*
$27.05 Mil
% of Portfolio
3.1%
Total Estimate Gain
$20.15 Mil
% of Total Estimate Gain
132.55%

BDO Wealth Advisors, LLC's Apple Inc Holding Summary

As of 2023-06-30, BDO Wealth Advisors, LLC held 139,458.00 shares of Apple Inc(AAPL), totaling $27.05 Mil. This investment constitutes 3.1% of their stock portfolio, and BDO Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then BDO Wealth Advisors, LLC has made 12 purchases of AAPL, at an average price of $81.06, for a total of 187,555.00 shares. In addition, there have been 10 sales at an average price of $117.15 for 48,097.00 shares. Based on historical transaction data and AAPL's current price of $213.12, BDO Wealth Advisors, LLC's estimated gain on his AAPL holdings is $20.15 Mil, reflecting a 132.55% gain to date.

BDO Wealth Advisors, LLC AAPL ($213.12) Holding Chart

BDO Wealth Advisors, LLC AAPL ($213.12) 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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