High Pines Wealth Management, LLC AAPL Holdings History
High Pines Wealth Management, LLC's Apple Inc Holding Summary
As of 2023-12-31, High Pines Wealth Management, LLC held 8,506.00 shares of Apple Inc(AAPL), totaling $1.64 Mil. This investment constitutes 2.5% of their stock portfolio, and High Pines Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then High Pines Wealth Management, LLC has made 9 purchases of AAPL, at an average price of $125.45, for a total of 61,472.00 shares. In addition, there have been 3 sales at an average price of $140.66 for 52,966.00 shares. Based on historical transaction data and AAPL's current price of $207.18, High Pines Wealth Management, LLC's estimated gain on his AAPL holdings is $1.50 Mil, reflecting a 19.46% gain to date.
High Pines Wealth Management, LLC AAPL ($207.18) Holding Chart
High Pines Wealth Management, LLC AAPL ($207.18) 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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