OAK HARBOR WEALTH PARTNERS, LLC AAPL Holdings History
OAK HARBOR WEALTH PARTNERS, LLC's Apple Inc Holding Summary
As of 2025-03-31, OAK HARBOR WEALTH PARTNERS, LLC held 57,493.00 shares of Apple Inc(AAPL), totaling $12.77 Mil. This investment constitutes 3.65% of their stock portfolio, and OAK HARBOR WEALTH PARTNERS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then OAK HARBOR WEALTH PARTNERS, LLC has made 5 purchases of AAPL, at an average price of $158.52, for a total of 71,358.00 shares. In addition, there have been 8 sales at an average price of $194.03 for 13,865.00 shares. Based on historical transaction data and AAPL's current price of $213.76, OAK HARBOR WEALTH PARTNERS, LLC's estimated gain on his AAPL holdings is $3.67 Mil, reflecting a 32.43% gain to date.
OAK HARBOR WEALTH PARTNERS, LLC AAPL ($213.76) Holding Chart
OAK HARBOR WEALTH PARTNERS, LLC AAPL ($213.76) 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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