NORTHCAPE WEALTH MANAGEMENT, LLC AAPL Holdings History
NORTHCAPE WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2025-03-31, NORTHCAPE WEALTH MANAGEMENT, LLC held 39,608.00 shares of Apple Inc(AAPL), totaling $8.80 Mil. This investment constitutes 2.84% of their stock portfolio, and NORTHCAPE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then NORTHCAPE WEALTH MANAGEMENT, LLC has made 4 purchases of AAPL, at an average price of $159.43, for a total of 108,545.00 shares. In addition, there have been 9 sales at an average price of $151.61 for 68,937.00 shares. Based on historical transaction data and AAPL's current price of $201.08, NORTHCAPE WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $1.11 Mil, reflecting a 6.42% gain to date.
NORTHCAPE WEALTH MANAGEMENT, LLC AAPL ($201.08) Holding Chart
NORTHCAPE WEALTH MANAGEMENT, LLC AAPL ($201.08) 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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