Icon Wealth Advisors, LLC AAPL Holdings History
Icon Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Icon Wealth Advisors, LLC held 114,094.00 shares of Apple Inc(AAPL), totaling $25.34 Mil. This investment constitutes 2.08% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q3. And since then Icon Wealth Advisors, LLC has made 4 purchases of AAPL, at an average price of $170.51, for a total of 149,951.00 shares. In addition, there have been 3 sales at an average price of $192.66 for 35,857.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Icon Wealth Advisors, LLC's estimated gain on his AAPL holdings is $5.79 Mil, reflecting a 22.64% gain to date.
Icon Wealth Advisors, LLC AAPL ($214.29) Holding Chart
Icon Wealth Advisors, LLC AAPL ($214.29) 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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