Occidental Asset Management, LLC AAPL Holdings History
Occidental Asset Management, LLC's Apple Inc Holding Summary
As of 2025-06-30, Occidental Asset Management, LLC held 4,700.00 shares of Apple Inc(AAPL), totaling $14,610.00. This investment constitutes 0% of their stock portfolio, and Occidental Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q2. And since then Occidental Asset Management, LLC has made 19 purchases of AAPL, at an average price of $104.38, for a total of 206,178.00 shares. In addition, there have been 11 sales at an average price of $88.30 for 47,904.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Occidental Asset Management, LLC's estimated gain on his AAPL holdings is $16.60 Mil, reflecting a 77.16% gain to date.
Occidental Asset Management, LLC AAPL ($214.15) Holding Chart
Occidental Asset Management, LLC AAPL ($214.15) 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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