DELAP WEALTH ADVISORY, LLC AAPL Holdings History
DELAP WEALTH ADVISORY, LLC's Apple Inc Holding Summary
As of 2025-03-31, DELAP WEALTH ADVISORY, LLC held 17,649.00 shares of Apple Inc(AAPL), totaling $3.92 Mil. This investment constitutes 2.19% of their stock portfolio, and DELAP WEALTH ADVISORY, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then DELAP WEALTH ADVISORY, LLC has made 5 purchases of AAPL, at an average price of $171.01, for a total of 62,479.00 shares. In addition, there have been 4 sales at an average price of $183.60 for 44,830.00 shares. Based on historical transaction data and AAPL's current price of $212.44, DELAP WEALTH ADVISORY, LLC's estimated gain on his AAPL holdings is $1.30 Mil, reflecting a 12.13% gain to date.
DELAP WEALTH ADVISORY, LLC AAPL ($212.44) Holding Chart
DELAP WEALTH ADVISORY, LLC AAPL ($212.44) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
