NewEdge Wealth, LLC AAPL Holdings History
NewEdge Wealth, LLC's Apple Inc Holding Summary
As of 2025-03-31, NewEdge Wealth, LLC held 1.08 Mil shares of Apple Inc(AAPL), totaling $238.89 Mil. This investment constitutes 4.33% of their stock portfolio, and NewEdge Wealth, LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then NewEdge Wealth, LLC has made 15 purchases of AAPL, at an average price of $173.19, for a total of 1.19 Mil shares. In addition, there have been 2 sales at an average price of $209.52 for 116,843.00 shares. Based on historical transaction data and AAPL's current price of $210.02, NewEdge Wealth, LLC's estimated gain on his AAPL holdings is $43.85 Mil, reflecting a 21.24% gain to date.
NewEdge Wealth, LLC AAPL ($210.02) Holding Chart
NewEdge Wealth, LLC AAPL ($210.02) 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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