Core Wealth Partners LLC AAPL Holdings History
Core Wealth Partners LLC's Apple Inc Holding Summary
As of 2025-03-31, Core Wealth Partners LLC held 64,191.00 shares of Apple Inc(AAPL), totaling $14.26 Mil. This investment constitutes 8.29% of their stock portfolio, and Core Wealth Partners LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Core Wealth Partners LLC has made 7 purchases of AAPL, at an average price of $149.78, for a total of 149,597.00 shares. In addition, there have been 2 sales at an average price of $151.66 for 85,406.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Core Wealth Partners LLC's estimated gain on his AAPL holdings is $4.27 Mil, reflecting a 19.05% gain to date.
Core Wealth Partners LLC AAPL ($213.76) Holding Chart
Core Wealth Partners LLC AAPL ($213.76) 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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