Bison Wealth, LLC AAPL Holdings History
Number of Shares
67,541.00
Current Holdings Value*
$16.91 Mil
% of Portfolio
3.73%
Total Estimate Gain
$23.78 Mil
% of Total Estimate Gain
94.49%
Bison Wealth, LLC's Apple Inc Holding Summary
As of 2024-12-31, Bison Wealth, LLC held 67,541.00 shares of Apple Inc(AAPL), totaling $16.91 Mil. This investment constitutes 3.73% of their stock portfolio, and Bison Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q4. And since then Bison Wealth, LLC has made 13 purchases of AAPL, at an average price of $83.69, for a total of 300,692.00 shares. In addition, there have been 16 sales at an average price of $149.09 for 233,151.00 shares. Based on historical transaction data and AAPL's current price of $209.95, Bison Wealth, LLC's estimated gain on his AAPL holdings is $23.78 Mil, reflecting a 94.49% gain to date.
Bison Wealth, LLC AAPL ($209.95) Holding Chart
Bison Wealth, LLC AAPL ($209.95) 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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