Orion Portfolio Solutions, LLC AAPL Holdings History
Orion Portfolio Solutions, LLC's Apple Inc Holding Summary
As of 2025-03-31, Orion Portfolio Solutions, LLC held 1.01 Mil shares of Apple Inc(AAPL), totaling $221.84 Mil. This investment constitutes 1.1% of their stock portfolio, and Orion Portfolio Solutions, LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Orion Portfolio Solutions, LLC has made 12 purchases of AAPL, at an average price of $185.84, for a total of 2.16 Mil shares. In addition, there have been 9 sales at an average price of $218.00 for 1.15 Mil shares. Based on historical transaction data and AAPL's current price of $211.18, Orion Portfolio Solutions, LLC's estimated gain on his AAPL holdings is $62.61 Mil, reflecting a 15.58% gain to date.
Orion Portfolio Solutions, LLC AAPL ($211.18) Holding Chart
Orion Portfolio Solutions, LLC AAPL ($211.18) 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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