Beacon Pointe Advisors, LLC AAPL Holdings History
Beacon Pointe Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Beacon Pointe Advisors, LLC held 1.66 Mil shares of Apple Inc(AAPL), totaling $368.12 Mil. This investment constitutes 4.13% of their stock portfolio, and Beacon Pointe Advisors, LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Beacon Pointe Advisors, LLC has made 13 purchases of AAPL, at an average price of $129.55, for a total of 3.09 Mil shares. In addition, there have been 12 sales at an average price of $141.23 for 1.44 Mil shares. Based on historical transaction data and AAPL's current price of $213.55, Beacon Pointe Advisors, LLC's estimated gain on his AAPL holdings is $156.00 Mil, reflecting a 38.91% gain to date.
Beacon Pointe Advisors, LLC AAPL ($213.55) Holding Chart
Beacon Pointe Advisors, LLC AAPL ($213.55) 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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