Bell & Brown Wealth Advisors, LLC AAPL Holdings History
Bell & Brown Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Bell & Brown Wealth Advisors, LLC held 62,001.00 shares of Apple Inc(AAPL), totaling $13.77 Mil. This investment constitutes 5.37% of their stock portfolio, and Bell & Brown Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Bell & Brown Wealth Advisors, LLC has made 10 purchases of AAPL, at an average price of $54.50, for a total of 126,969.00 shares. In addition, there have been 13 sales at an average price of $112.19 for 64,968.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Bell & Brown Wealth Advisors, LLC's estimated gain on his AAPL holdings is $13.46 Mil, reflecting a 194.56% gain to date.
Bell & Brown Wealth Advisors, LLC AAPL ($211.18) Holding Chart
Bell & Brown Wealth Advisors, LLC AAPL ($211.18) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
