Dakota Wealth Management AAPL Holdings History
Dakota Wealth Management's Apple Inc Holding Summary
As of 2025-03-31, Dakota Wealth Management held 668,030.00 shares of Apple Inc(AAPL), totaling $148.39 Mil. This investment constitutes 3.47% of their stock portfolio, and Dakota Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q4. And since then Dakota Wealth Management has made 22 purchases of AAPL, at an average price of $128.45, for a total of 754,169.00 shares. In addition, there have been 9 sales at an average price of $145.48 for 86,139.00 shares. Based on historical transaction data and AAPL's current price of $211.01, Dakota Wealth Management's estimated gain on his AAPL holdings is $56.62 Mil, reflecting a 58.44% gain to date.
Dakota Wealth Management AAPL ($211.01) Holding Chart
Dakota Wealth Management AAPL ($211.01) 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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