Dougherty Wealth Advisers LLC AAPL Holdings History
Dougherty Wealth Advisers LLC's Apple Inc Holding Summary
As of 2025-06-30, Dougherty Wealth Advisers LLC held 21,926.00 shares of Apple Inc(AAPL), totaling $4.50 Mil. This investment constitutes 2.99% of their stock portfolio, and Dougherty Wealth Advisers LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Dougherty Wealth Advisers LLC has made 7 purchases of AAPL, at an average price of $94.25, for a total of 28,772.00 shares. In addition, there have been 11 sales at an average price of $145.10 for 6,846.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Dougherty Wealth Advisers LLC's estimated gain on his AAPL holdings is $2.98 Mil, reflecting a 109.98% gain to date.
Dougherty Wealth Advisers LLC AAPL ($214.40) Holding Chart
Dougherty Wealth Advisers LLC 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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