Fairhaven Wealth Management, LLC AAPL Holdings History
Fairhaven Wealth Management, LLC's Apple Inc Holding Summary
As of 2024-12-31, Fairhaven Wealth Management, LLC held 79,165.00 shares of Apple Inc(AAPL), totaling $19.82 Mil. This investment constitutes 6.2% of their stock portfolio, and Fairhaven Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Fairhaven Wealth Management, LLC has made 14 purchases of AAPL, at an average price of $85.27, for a total of 95,510.00 shares. In addition, there have been 9 sales at an average price of $129.98 for 16,345.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Fairhaven Wealth Management, LLC's estimated gain on his AAPL holdings is $10.70 Mil, reflecting a 131.36% gain to date.
Fairhaven Wealth Management, LLC AAPL ($211.18) Holding Chart
Fairhaven 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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