Number of Shares
66,434.00
Current Holdings Value*
$14.76 Mil
% of Portfolio
1.11%
Total Estimate Gain
$23.30 Mil
% of Total Estimate Gain
98.78%

BOK Financial Private Wealth, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, BOK Financial Private Wealth, Inc. held 66,434.00 shares of Apple Inc(AAPL), totaling $14.76 Mil. This investment constitutes 1.11% of their stock portfolio, and BOK Financial Private Wealth, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then BOK Financial Private Wealth, Inc. has made 13 purchases of AAPL, at an average price of $58.52, for a total of 403,128.00 shares. In addition, there have been 22 sales at an average price of $98.01 for 336,694.00 shares. Based on historical transaction data and AAPL's current price of $209.11, BOK Financial Private Wealth, Inc.'s estimated gain on his AAPL holdings is $23.30 Mil, reflecting a 98.78% gain to date.

BOK Financial Private Wealth, Inc. AAPL ($209.11) Holding Chart

BOK Financial Private Wealth, Inc. AAPL ($209.11) 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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