Peterson Wealth Services AAPL Holdings History
Peterson Wealth Services's Apple Inc Holding Summary
As of 2025-03-31, Peterson Wealth Services held 99,943.00 shares of Apple Inc(AAPL), totaling $22.20 Mil. This investment constitutes 6.88% of their stock portfolio, and Peterson Wealth Services now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Peterson Wealth Services has made 11 purchases of AAPL, at an average price of $173.04, for a total of 187,211.00 shares. In addition, there have been 2 sales at an average price of $183.83 for 87,268.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Peterson Wealth Services's estimated gain on his AAPL holdings is $4.99 Mil, reflecting a 15.41% gain to date.
Peterson Wealth Services AAPL ($213.55) Holding Chart
Peterson Wealth Services AAPL ($213.55) 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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