Great Point Wealth Advisors, LLC AAPL Holdings History
Great Point Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Great Point Wealth Advisors, LLC held 18,539.00 shares of Apple Inc(AAPL), totaling $4.12 Mil. This investment constitutes 0.89% of their stock portfolio, and Great Point Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Great Point Wealth Advisors, LLC has made 15 purchases of AAPL, at an average price of $95.71, for a total of 33,579.00 shares. In addition, there have been 9 sales at an average price of $121.67 for 15,040.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Great Point Wealth Advisors, LLC's estimated gain on his AAPL holdings is $2.53 Mil, reflecting a 78.76% gain to date.
Great Point Wealth Advisors, LLC AAPL ($211.18) Holding Chart
Great Point Wealth Advisors, 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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