Fiduciary Wealth Partners, LLC AAPL Holdings History
Fiduciary Wealth Partners, LLC's Apple Inc Holding Summary
As of 2025-03-31, Fiduciary Wealth Partners, LLC held 16,062.00 shares of Apple Inc(AAPL), totaling $3.57 Mil. This investment constitutes 3.08% of their stock portfolio, and Fiduciary Wealth Partners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2025Q1. And since then Fiduciary Wealth Partners, LLC has made 1 purchases of AAPL, at an average price of $231.67, for a total of 16,062.00 shares. Based on historical transaction data and AAPL's current price of $214.58, Fiduciary Wealth Partners, LLC's estimated gain on his AAPL holdings is $-274,575.07, reflecting a -7.38% gain to date.
Fiduciary Wealth Partners, LLC AAPL ($214.58) Holding Chart
Fiduciary Wealth Partners, LLC AAPL ($214.58) 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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