BELLEVUE ASSET MANAGEMENT, LLC AAPL Holdings History
BELLEVUE ASSET MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2025-03-31, BELLEVUE ASSET MANAGEMENT, LLC held 56,396.00 shares of Apple Inc(AAPL), totaling $12.53 Mil. This investment constitutes 6.83% of their stock portfolio, and BELLEVUE ASSET MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then BELLEVUE ASSET MANAGEMENT, LLC has made 2 purchases of AAPL, at an average price of $65.36, for a total of 71,737.00 shares. In addition, there have been 19 sales at an average price of $164.29 for 15,341.00 shares. Based on historical transaction data and AAPL's current price of $214.40, BELLEVUE ASSET MANAGEMENT, LLC's estimated gain on his AAPL holdings is $9.92 Mil, reflecting a 211.61% gain to date.
BELLEVUE ASSET MANAGEMENT, LLC AAPL ($214.40) Holding Chart
BELLEVUE ASSET MANAGEMENT, LLC 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 % | |||
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