Financial Perspectives, Inc AAPL Holdings History
Financial Perspectives, Inc's Apple Inc Holding Summary
As of 2025-03-31, Financial Perspectives, Inc held 63,707.00 shares of Apple Inc(AAPL), totaling $14.15 Mil. This investment constitutes 4.85% of their stock portfolio, and Financial Perspectives, Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Financial Perspectives, Inc has made 12 purchases of AAPL, at an average price of $127.81, for a total of 7.52 Mil shares. In addition, there have been 9 sales at an average price of $129.43 for 7.46 Mil shares. Based on historical transaction data and AAPL's current price of $211.18, Financial Perspectives, Inc's estimated gain on his AAPL holdings is $17.38 Mil, reflecting a 1.81% gain to date.
Financial Perspectives, Inc AAPL ($211.18) Holding Chart
Financial Perspectives, Inc 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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