Beverly Hills Private Wealth, LLC AAPL Holdings History
Beverly Hills Private Wealth, LLC's Apple Inc Holding Summary
As of 2025-03-31, Beverly Hills Private Wealth, LLC held 113,559.00 shares of Apple Inc(AAPL), totaling $25.22 Mil. This investment constitutes 4.99% of their stock portfolio, and Beverly Hills Private Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Beverly Hills Private Wealth, LLC has made 3 purchases of AAPL, at an average price of $155.83, for a total of 192,505.00 shares. In addition, there have been 6 sales at an average price of $185.21 for 78,946.00 shares. Based on historical transaction data and AAPL's current price of $208.62, Beverly Hills Private Wealth, LLC's estimated gain on his AAPL holdings is $8.31 Mil, reflecting a 27.72% gain to date.
Beverly Hills Private Wealth, LLC AAPL ($208.62) Holding Chart
Beverly Hills Private Wealth, LLC AAPL ($208.62) 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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