Number of Shares
29,680.00
Current Holdings Value*
$6.59 Mil
% of Portfolio
3.07%
Total Estimate Gain
$2.90 Mil
% of Total Estimate Gain
65.13%

MITCHELL & PAHL PRIVATE WEALTH, LLC's Apple Inc Holding Summary

As of 2025-03-31, MITCHELL & PAHL PRIVATE WEALTH, LLC held 29,680.00 shares of Apple Inc(AAPL), totaling $6.59 Mil. This investment constitutes 3.07% of their stock portfolio, and MITCHELL & PAHL PRIVATE WEALTH, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then MITCHELL & PAHL PRIVATE WEALTH, LLC has made 5 purchases of AAPL, at an average price of $123.65, for a total of 35,990.00 shares. In addition, there have been 12 sales at an average price of $177.10 for 6,310.00 shares. Based on historical transaction data and AAPL's current price of $209.95, MITCHELL & PAHL PRIVATE WEALTH, LLC's estimated gain on his AAPL holdings is $2.90 Mil, reflecting a 65.13% gain to date.

MITCHELL & PAHL PRIVATE WEALTH, LLC AAPL ($209.95) Holding Chart

MITCHELL & PAHL PRIVATE WEALTH, LLC AAPL ($209.95) 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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