Principle Wealth Partners LLC AAPL Holdings History
Principle Wealth Partners LLC's Apple Inc Holding Summary
As of 2025-03-31, Principle Wealth Partners LLC held 368,031.00 shares of Apple Inc(AAPL), totaling $81.75 Mil. This investment constitutes 5.84% of their stock portfolio, and Principle Wealth Partners LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Principle Wealth Partners LLC has made 15 purchases of AAPL, at an average price of $79.25, for a total of 399,933.00 shares. In addition, there have been 10 sales at an average price of $163.65 for 31,902.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Principle Wealth Partners LLC's estimated gain on his AAPL holdings is $51.25 Mil, reflecting a 161.68% gain to date.
Principle Wealth Partners LLC AAPL ($211.18) Holding Chart
Principle Wealth Partners LLC AAPL ($211.18) 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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