Elk River Wealth Management, LLC AAPL Holdings History
Elk River Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-06-30, Elk River Wealth Management, LLC held 104,950.00 shares of Apple Inc(AAPL), totaling $21.53 Mil. This investment constitutes 3.7% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Elk River Wealth Management, LLC has made 8 purchases of AAPL, at an average price of $137.33, for a total of 171,663.00 shares. In addition, there have been 10 sales at an average price of $168.53 for 66,713.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Elk River Wealth Management, LLC's estimated gain on his AAPL holdings is $9.83 Mil, reflecting a 41.70% gain to date.
Elk River Wealth Management, LLC AAPL ($211.18) Holding Chart
Elk River Wealth Management, LLC AAPL ($211.18) 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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