Number of Shares
69,100.00
Current Holdings Value*
$15.35 Mil
% of Portfolio
0.38%
Total Estimate Gain
$82.63 Mil
% of Total Estimate Gain
68.20%

MISSION WEALTH MANAGEMENT, LP's Apple Inc Holding Summary

As of 2025-03-31, MISSION WEALTH MANAGEMENT, LP held 69,100.00 shares of Apple Inc(AAPL), totaling $15.35 Mil. This investment constitutes 0.38% of their stock portfolio, and MISSION WEALTH MANAGEMENT, LP now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then MISSION WEALTH MANAGEMENT, LP has made 21 purchases of AAPL, at an average price of $117.95, for a total of 1.03 Mil shares. In addition, there have been 7 sales at an average price of $94.72 for 131,073.00 shares. Based on historical transaction data and AAPL's current price of $213.55, MISSION WEALTH MANAGEMENT, LP's estimated gain on his AAPL holdings is $82.63 Mil, reflecting a 68.20% gain to date.

MISSION WEALTH MANAGEMENT, LP AAPL ($213.55) Holding Chart

MISSION WEALTH MANAGEMENT, LP 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 %

Top Ranked Articles

  • 1