KCS Wealth Advisory AAPL Holdings History
KCS Wealth Advisory's Apple Inc Holding Summary
As of 2023-09-30, KCS Wealth Advisory held 169,875.00 shares of Apple Inc(AAPL), totaling $29.08 Mil. This investment constitutes 12.43% of their stock portfolio, and KCS Wealth Advisory now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then KCS Wealth Advisory has made 6 purchases of AAPL, at an average price of $129.77, for a total of 337,685.00 shares. In addition, there have been 16 sales at an average price of $163.23 for 167,810.00 shares. Based on historical transaction data and AAPL's current price of $213.55, KCS Wealth Advisory's estimated gain on his AAPL holdings is $19.85 Mil, reflecting a 45.29% gain to date.
KCS Wealth Advisory AAPL ($213.55) Holding Chart
KCS Wealth Advisory AAPL ($213.55) 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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