Empirical Financial Services, LLC D.b.a. Empirical Wealth Management AAPL Holdings History
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Apple Inc Holding Summary
As of 2025-03-31, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 2,800.00 shares of Apple Inc(AAPL), totaling $621,960.00. This investment constitutes 0.02% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 24 purchases of AAPL, at an average price of $118.41, for a total of 973,681.00 shares. In addition, there have been 13 sales at an average price of $138.97 for 478,580.00 shares. Based on historical transaction data and AAPL's current price of $214.10, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his AAPL holdings is $57.21 Mil, reflecting a 49.62% gain to date.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management AAPL ($214.10) Holding Chart
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management AAPL ($214.10) 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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