Obermeyer Wealth Partners AAPL Holdings History
Obermeyer Wealth Partners's Apple Inc Holding Summary
As of 2025-03-31, Obermeyer Wealth Partners held 358,645.00 shares of Apple Inc(AAPL), totaling $79.67 Mil. This investment constitutes 4.25% of their stock portfolio, and Obermeyer Wealth Partners now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2013Q4. And since then Obermeyer Wealth Partners has made 23 purchases of AAPL, at an average price of $142.31, for a total of 420,552.00 shares. In addition, there have been 14 sales at an average price of $154.87 for 61,907.00 shares. Based on historical transaction data and AAPL's current price of $212.70, Obermeyer Wealth Partners's estimated gain on his AAPL holdings is $26.02 Mil, reflecting a 43.48% gain to date.
Obermeyer Wealth Partners AAPL ($212.70) Holding Chart
Obermeyer Wealth Partners AAPL ($212.70) 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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