Delos Wealth Advisors, LLC AAPL Holdings History
Delos Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Delos Wealth Advisors, LLC held 26,990.00 shares of Apple Inc(AAPL), totaling $6.00 Mil. This investment constitutes 4.75% of their stock portfolio, and Delos Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q2. And since then Delos Wealth Advisors, LLC has made 7 purchases of AAPL, at an average price of $177.52, for a total of 41,167.00 shares. In addition, there have been 8 sales at an average price of $149.14 for 14,177.00 shares. Based on historical transaction data and AAPL's current price of $201.01, Delos Wealth Advisors, LLC's estimated gain on his AAPL holdings is $231,667.24, reflecting a 3.17% gain to date.
Delos Wealth Advisors, LLC AAPL ($201.01) Holding Chart
Delos Wealth Advisors, LLC AAPL ($201.01) 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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