KESTRA PRIVATE WEALTH SERVICES, LLC AAPL Holdings History
KESTRA PRIVATE WEALTH SERVICES, LLC's Apple Inc Holding Summary
As of 2025-03-31, KESTRA PRIVATE WEALTH SERVICES, LLC held 1.01 Mil shares of Apple Inc(AAPL), totaling $225.28 Mil. This investment constitutes 3.76% of their stock portfolio, and KESTRA PRIVATE WEALTH SERVICES, LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q3. And since then KESTRA PRIVATE WEALTH SERVICES, LLC has made 11 purchases of AAPL, at an average price of $132.14, for a total of 1.14 Mil shares. In addition, there have been 6 sales at an average price of $214.31 for 125,635.00 shares. Based on historical transaction data and AAPL's current price of $211.24, KESTRA PRIVATE WEALTH SERVICES, LLC's estimated gain on his AAPL holdings is $90.55 Mil, reflecting a 60.12% gain to date.
KESTRA PRIVATE WEALTH SERVICES, LLC AAPL ($211.24) Holding Chart
KESTRA PRIVATE WEALTH SERVICES, LLC AAPL ($211.24) 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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