Destination Wealth Management AAPL Holdings History
Destination Wealth Management's Apple Inc Holding Summary
As of 2025-03-31, Destination Wealth Management held 803,984.00 shares of Apple Inc(AAPL), totaling $178.59 Mil. This investment constitutes 5.63% of their stock portfolio, and Destination Wealth Management now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2013Q4. And since then Destination Wealth Management has made 13 purchases of AAPL, at an average price of $30.31, for a total of 2.32 Mil shares. In addition, there have been 24 sales at an average price of $56.53 for 1.51 Mil shares. Based on historical transaction data and AAPL's current price of $214.40, Destination Wealth Management's estimated gain on his AAPL holdings is $187.71 Mil, reflecting a 267.11% gain to date.
Destination Wealth Management AAPL ($214.40) Holding Chart
Destination Wealth Management AAPL ($214.40) 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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