PALO ALTO WEALTH ADVISORS, LLC AAPL Holdings History
PALO ALTO WEALTH ADVISORS, LLC's Apple Inc Holding Summary
As of 2025-03-31, PALO ALTO WEALTH ADVISORS, LLC held 31,003.00 shares of Apple Inc(AAPL), totaling $6.61 Mil. This investment constitutes 2.58% of their stock portfolio, and PALO ALTO WEALTH ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then PALO ALTO WEALTH ADVISORS, LLC has made 4 purchases of AAPL, at an average price of $174.93, for a total of 37,230.00 shares. In addition, there have been 4 sales at an average price of $203.83 for 6,227.00 shares. Based on historical transaction data and AAPL's current price of $211.14, PALO ALTO WEALTH ADVISORS, LLC's estimated gain on his AAPL holdings is $1.30 Mil, reflecting a 20.00% gain to date.
PALO ALTO WEALTH ADVISORS, LLC AAPL ($211.14) Holding Chart
PALO ALTO WEALTH ADVISORS, LLC AAPL ($211.14) 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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