Physician Wealth Advisors, Inc. AAPL Holdings History
Physician Wealth Advisors, Inc.'s Apple Inc Holding Summary
As of 2025-06-30, Physician Wealth Advisors, Inc. held 76,639.00 shares of Apple Inc(AAPL), totaling $15.72 Mil. This investment constitutes 2.47% of their stock portfolio, and Physician Wealth Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q3. And since then Physician Wealth Advisors, Inc. has made 16 purchases of AAPL, at an average price of $76.85, for a total of 84,581.00 shares. In addition, there have been 8 sales at an average price of $167.28 for 7,942.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Physician Wealth Advisors, Inc.'s estimated gain on his AAPL holdings is $11.25 Mil, reflecting a 173.09% gain to date.
Physician Wealth Advisors, Inc. AAPL ($214.29) Holding Chart
Physician Wealth Advisors, Inc. AAPL ($214.29) 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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