Number of Shares
55,972.00
Current Holdings Value*
$12.43 Mil
% of Portfolio
6.19%
Total Estimate Gain
$8.46 Mil
% of Total Estimate Gain
78.72%

PACES FERRY WEALTH ADVISORS, LLC's Apple Inc Holding Summary

As of 2025-03-31, PACES FERRY WEALTH ADVISORS, LLC held 55,972.00 shares of Apple Inc(AAPL), totaling $12.43 Mil. This investment constitutes 6.19% of their stock portfolio, and PACES FERRY WEALTH ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q3. And since then PACES FERRY WEALTH ADVISORS, LLC has made 5 purchases of AAPL, at an average price of $111.82, for a total of 96,108.00 shares. In addition, there have been 13 sales at an average price of $185.64 for 40,136.00 shares. Based on historical transaction data and AAPL's current price of $210.01, PACES FERRY WEALTH ADVISORS, LLC's estimated gain on his AAPL holdings is $8.46 Mil, reflecting a 78.72% gain to date.

PACES FERRY WEALTH ADVISORS, LLC AAPL ($210.01) Holding Chart

PACES FERRY WEALTH ADVISORS, LLC AAPL ($210.01) 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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