Cypress Wealth Services, LLC AAPL Holdings History
Cypress Wealth Services, LLC's Apple Inc Holding Summary
As of 2025-03-31, Cypress Wealth Services, LLC held 132,950.00 shares of Apple Inc(AAPL), totaling $29.53 Mil. This investment constitutes 5.99% of their stock portfolio, and Cypress Wealth Services, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Cypress Wealth Services, LLC has made 13 purchases of AAPL, at an average price of $84.75, for a total of 437,484.00 shares. In addition, there have been 15 sales at an average price of $116.75 for 304,534.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Cypress Wealth Services, LLC's estimated gain on his AAPL holdings is $26.87 Mil, reflecting a 72.47% gain to date.
Cypress Wealth Services, LLC AAPL ($213.55) Holding Chart
Cypress Wealth Services, LLC AAPL ($213.55) 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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