Perigon Wealth Management, LLC AAPL Holdings History
Perigon Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-06-30, Perigon Wealth Management, LLC held 1.10 Mil shares of Apple Inc(AAPL), totaling $224.96 Mil. This investment constitutes 5.25% of their stock portfolio, and Perigon Wealth Management, LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then Perigon Wealth Management, LLC has made 21 purchases of AAPL, at an average price of $114.66, for a total of 2.30 Mil shares. In addition, there have been 16 sales at an average price of $143.03 for 1.20 Mil shares. Based on historical transaction data and AAPL's current price of $214.49, Perigon Wealth Management, LLC's estimated gain on his AAPL holdings is $143.52 Mil, reflecting a 54.50% gain to date.
Perigon Wealth Management, LLC AAPL ($214.49) Holding Chart
Perigon Wealth Management, LLC AAPL ($214.49) 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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