Number of Shares
31,003.00
Current Holdings Value*
$6.61 Mil
% of Portfolio
2.58%
Total Estimate Gain
$1.30 Mil
% of Total Estimate Gain
20.00%

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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