Number of Shares
156,104.00
Current Holdings Value*
$34.68 Mil
% of Portfolio
2.83%
Total Estimate Gain
$19.25 Mil
% of Total Estimate Gain
50.07%

Parcion Private Wealth LLC's Apple Inc Holding Summary

As of 2025-03-31, Parcion Private Wealth LLC held 156,104.00 shares of Apple Inc(AAPL), totaling $34.68 Mil. This investment constitutes 2.83% of their stock portfolio, and Parcion Private Wealth LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Parcion Private Wealth LLC has made 14 purchases of AAPL, at an average price of $127.21, for a total of 302,272.00 shares. In addition, there have been 7 sales at an average price of $169.26 for 146,168.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Parcion Private Wealth LLC's estimated gain on his AAPL holdings is $19.25 Mil, reflecting a 50.07% gain to date.

Parcion Private Wealth LLC AAPL ($211.18) Holding Chart

Parcion Private Wealth 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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