MA Private Wealth AAPL Holdings History

Number of Shares
17,303.00
Current Holdings Value*
$3.84 Mil
% of Portfolio
0.72%
Total Estimate Gain
$6.20 Mil
% of Total Estimate Gain
36.68%

MA Private Wealth's Apple Inc Holding Summary

As of 2025-03-31, MA Private Wealth held 17,303.00 shares of Apple Inc(AAPL), totaling $3.84 Mil. This investment constitutes 0.72% of their stock portfolio, and MA Private Wealth now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then MA Private Wealth has made 13 purchases of AAPL, at an average price of $87.27, for a total of 193,734.00 shares. In addition, there have been 12 sales at an average price of $110.49 for 176,431.00 shares. Based on historical transaction data and AAPL's current price of $208.90, MA Private Wealth's estimated gain on his AAPL holdings is $6.20 Mil, reflecting a 36.68% gain to date.

MA Private Wealth AAPL ($208.90) Holding Chart

MA Private Wealth AAPL ($208.90) 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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