Portside Wealth Group, LLC AAPL Holdings History
Portside Wealth Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Portside Wealth Group, LLC held 52,604.00 shares of Apple Inc(AAPL), totaling $11.69 Mil. This investment constitutes 1.91% of their stock portfolio, and Portside Wealth Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q2. And since then Portside Wealth Group, LLC has made 3 purchases of AAPL, at an average price of $196.25, for a total of 68,527.00 shares. In addition, there have been 4 sales at an average price of $219.18 for 15,923.00 shares. Based on historical transaction data and AAPL's current price of $201.00, Portside Wealth Group, LLC's estimated gain on his AAPL holdings is $615,116.14, reflecting a 4.57% gain to date.
Portside Wealth Group, LLC AAPL ($201.00) Holding Chart
Portside Wealth Group, LLC AAPL ($201.00) 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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