Number of Shares
56,743.00
Current Holdings Value*
$12.60 Mil
% of Portfolio
8.61%
Total Estimate Gain
$5.66 Mil
% of Total Estimate Gain
53.70%

Bradley & Co. Private Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Bradley & Co. Private Wealth Management, LLC held 56,743.00 shares of Apple Inc(AAPL), totaling $12.60 Mil. This investment constitutes 8.61% of their stock portfolio, and Bradley & Co. Private Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q1. And since then Bradley & Co. Private Wealth Management, LLC has made 3 purchases of AAPL, at an average price of $131.95, for a total of 79,849.00 shares. In addition, there have been 12 sales at an average price of $182.26 for 23,106.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Bradley & Co. Private Wealth Management, LLC's estimated gain on his AAPL holdings is $5.66 Mil, reflecting a 53.70% gain to date.

Bradley & Co. Private Wealth Management, LLC AAPL ($211.18) Holding Chart

Bradley & Co. Private Wealth Management, 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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