Pasadena Private Wealth, LLC AAPL Holdings History
Pasadena Private Wealth, LLC's Apple Inc Holding Summary
As of 2025-03-31, Pasadena Private Wealth, LLC held 69,601.00 shares of Apple Inc(AAPL), totaling $15.46 Mil. This investment constitutes 2.98% of their stock portfolio, and Pasadena Private Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Pasadena Private Wealth, LLC has made 11 purchases of AAPL, at an average price of $149.72, for a total of 81,637.00 shares. In addition, there have been 13 sales at an average price of $143.34 for 12,036.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Pasadena Private Wealth, LLC's estimated gain on his AAPL holdings is $4.20 Mil, reflecting a 34.37% gain to date.
Pasadena Private Wealth, LLC AAPL ($211.18) Holding Chart
Pasadena 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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