Intercontinental Wealth Advisors, LLC AAPL Holdings History
Intercontinental Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2023-06-30, Intercontinental Wealth Advisors, LLC held 99,528.00 shares of Apple Inc(AAPL), totaling $19.31 Mil. This investment constitutes 4.61% of their stock portfolio, and Intercontinental Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Intercontinental Wealth Advisors, LLC has made 11 purchases of AAPL, at an average price of $92.51, for a total of 155,184.00 shares. In addition, there have been 10 sales at an average price of $91.00 for 55,656.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Intercontinental Wealth Advisors, LLC's estimated gain on his AAPL holdings is $10.72 Mil, reflecting a 74.69% gain to date.
Intercontinental Wealth Advisors, LLC AAPL ($201.08) Holding Chart
Intercontinental Wealth Advisors, LLC AAPL ($201.08) 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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