Number of Shares
17,621.00
Current Holdings Value*
$3.91 Mil
% of Portfolio
0.92%
Total Estimate Gain
$2.31 Mil
% of Total Estimate Gain
97.39%

Northwest Quadrant Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Northwest Quadrant Wealth Management, LLC held 17,621.00 shares of Apple Inc(AAPL), totaling $3.91 Mil. This investment constitutes 0.92% of their stock portfolio, and Northwest Quadrant Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Northwest Quadrant Wealth Management, LLC has made 12 purchases of AAPL, at an average price of $96.86, for a total of 24,536.00 shares. In addition, there have been 16 sales at an average price of $132.04 for 6,915.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Northwest Quadrant Wealth Management, LLC's estimated gain on his AAPL holdings is $2.31 Mil, reflecting a 97.39% gain to date.

Northwest Quadrant Wealth Management, LLC AAPL ($214.40) Holding Chart

Northwest Quadrant Wealth Management, LLC AAPL ($214.40) 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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