HCR Wealth Advisors AAPL Holdings History
HCR Wealth Advisors's Apple Inc Holding Summary
As of 2025-06-30, HCR Wealth Advisors held 529,406.00 shares of Apple Inc(AAPL), totaling $108.62 Mil. This investment constitutes 12.78% of their stock portfolio, and HCR Wealth Advisors now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then HCR Wealth Advisors has made 11 purchases of AAPL, at an average price of $56.11, for a total of 1.30 Mil shares. In addition, there have been 18 sales at an average price of $101.76 for 767,737.00 shares. Based on historical transaction data and AAPL's current price of $210.02, HCR Wealth Advisors's estimated gain on his AAPL holdings is $116.54 Mil, reflecting a 160.13% gain to date.
HCR Wealth Advisors AAPL ($210.02) Holding Chart
HCR Wealth Advisors AAPL ($210.02) 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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