Polaris Wealth Advisory Group, LLC AAPL Holdings History
Polaris Wealth Advisory Group, LLC's Apple Inc Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 322,877.00 shares of Apple Inc(AAPL), totaling $55.28 Mil. This investment constitutes 4.21% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then Polaris Wealth Advisory Group, LLC has made 19 purchases of AAPL, at an average price of $98.70, for a total of 1.11 Mil shares. In addition, there have been 11 sales at an average price of $122.73 for 786,145.00 shares. Based on historical transaction data and AAPL's current price of $210.16, Polaris Wealth Advisory Group, LLC's estimated gain on his AAPL holdings is $54.88 Mil, reflecting a 50.14% gain to date.
Polaris Wealth Advisory Group, LLC AAPL ($210.16) Holding Chart
Polaris Wealth Advisory Group, LLC AAPL ($210.16) 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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