Crestwood Advisors Group, LLC AAPL Holdings History
Crestwood Advisors Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Crestwood Advisors Group, LLC held 1.48 Mil shares of Apple Inc(AAPL), totaling $329.09 Mil. This investment constitutes 6.25% of their stock portfolio, and Crestwood Advisors Group, LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then Crestwood Advisors Group, LLC has made 20 purchases of AAPL, at an average price of $48.91, for a total of 1.97 Mil shares. In addition, there have been 15 sales at an average price of $128.41 for 487,665.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Crestwood Advisors Group, LLC's estimated gain on his AAPL holdings is $279.17 Mil, reflecting a 289.83% gain to date.
Crestwood Advisors Group, LLC AAPL ($211.18) Holding Chart
Crestwood Advisors Group, 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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