Blue Zone Wealth Advisors, LLC AAPL Holdings History
Blue Zone Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 53,838.00 shares of Apple Inc(AAPL), totaling $11.96 Mil. This investment constitutes 3.32% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Blue Zone Wealth Advisors, LLC has made 12 purchases of AAPL, at an average price of $96.23, for a total of 59,998.00 shares. In addition, there have been 9 sales at an average price of $163.45 for 6,160.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Blue Zone Wealth Advisors, LLC's estimated gain on his AAPL holdings is $6.60 Mil, reflecting a 114.37% gain to date.
Blue Zone Wealth Advisors, LLC AAPL ($211.18) Holding Chart
Blue Zone 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 % | |||
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