Peninsula Wealth, LLC AAPL Holdings History
Number of Shares
52,830.00
Current Holdings Value*
$13.23 Mil
% of Portfolio
2.26%
Total Estimate Gain
$9.31 Mil
% of Total Estimate Gain
124.26%
Peninsula Wealth, LLC's Apple Inc Holding Summary
As of 2024-12-31, Peninsula Wealth, LLC held 52,830.00 shares of Apple Inc(AAPL), totaling $13.23 Mil. This investment constitutes 2.26% of their stock portfolio, and Peninsula Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Peninsula Wealth, LLC has made 16 purchases of AAPL, at an average price of $68.92, for a total of 108,712.00 shares. In addition, there have been 11 sales at an average price of $102.98 for 55,882.00 shares. Based on historical transaction data and AAPL's current price of $209.11, Peninsula Wealth, LLC's estimated gain on his AAPL holdings is $9.31 Mil, reflecting a 124.26% gain to date.
Peninsula Wealth, LLC AAPL ($209.11) Holding Chart
Peninsula Wealth, LLC AAPL ($209.11) 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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