Berry Wealth Group, LP AAPL Holdings History
Berry Wealth Group, LP's Apple Inc Holding Summary
As of 2025-03-31, Berry Wealth Group, LP held 39,398.00 shares of Apple Inc(AAPL), totaling $8.75 Mil. This investment constitutes 6.85% of their stock portfolio, and Berry Wealth Group, LP now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Berry Wealth Group, LP has made 3 purchases of AAPL, at an average price of $185.10, for a total of 40,903.00 shares. In addition, there have been 2 sales at an average price of $234.03 for 1,505.00 shares. Based on historical transaction data and AAPL's current price of $208.05, Berry Wealth Group, LP's estimated gain on his AAPL holdings is $977,756.31, reflecting a 12.91% gain to date.
Berry Wealth Group, LP AAPL ($208.05) Holding Chart
Berry Wealth Group, LP AAPL ($208.05) 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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