Number of Shares
141,089.00
Current Holdings Value*
$31.34 Mil
% of Portfolio
4.88%
Total Estimate Gain
$4.09 Mil
% of Total Estimate Gain
15.32%

Premier Path Wealth Partners, LLC's Apple Inc Holding Summary

As of 2025-03-31, Premier Path Wealth Partners, LLC held 141,089.00 shares of Apple Inc(AAPL), totaling $31.34 Mil. This investment constitutes 4.88% of their stock portfolio, and Premier Path Wealth Partners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then Premier Path Wealth Partners, LLC has made 3 purchases of AAPL, at an average price of $185.26, for a total of 144,241.00 shares. In addition, there have been 2 sales at an average price of $184.72 for 3,152.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Premier Path Wealth Partners, LLC's estimated gain on his AAPL holdings is $4.09 Mil, reflecting a 15.32% gain to date.

Premier Path Wealth Partners, LLC AAPL ($214.29) Holding Chart

Premier Path Wealth Partners, LLC 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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