Phoenix Wealth Advisors AAPL Holdings History
Phoenix Wealth Advisors's Apple Inc Holding Summary
As of 2025-03-31, Phoenix Wealth Advisors held 32,222.00 shares of Apple Inc(AAPL), totaling $7.16 Mil. This investment constitutes 3.12% of their stock portfolio, and Phoenix Wealth Advisors now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Phoenix Wealth Advisors has made 8 purchases of AAPL, at an average price of $167.50, for a total of 103,381.00 shares. In addition, there have been 9 sales at an average price of $204.64 for 71,159.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Phoenix Wealth Advisors's estimated gain on his AAPL holdings is $3.72 Mil, reflecting a 21.51% gain to date.
Phoenix Wealth Advisors AAPL ($201.08) Holding Chart
Phoenix Wealth Advisors AAPL ($201.08) 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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