Private Wealth Partners, LLC AAPL Holdings History
Private Wealth Partners, LLC's Apple Inc Holding Summary
As of 2025-03-31, Private Wealth Partners, LLC held 498,103.00 shares of Apple Inc(AAPL), totaling $110.64 Mil. This investment constitutes 9.16% of their stock portfolio, and Private Wealth Partners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2013Q4. And since then Private Wealth Partners, LLC has made 12 purchases of AAPL, at an average price of $23.00, for a total of 2.16 Mil shares. In addition, there have been 23 sales at an average price of $47.41 for 1.66 Mil shares. Based on historical transaction data and AAPL's current price of $214.42, Private Wealth Partners, LLC's estimated gain on his AAPL holdings is $135.95 Mil, reflecting a 273.35% gain to date.
Private Wealth Partners, LLC AAPL ($214.42) Holding Chart
Private Wealth Partners, LLC AAPL ($214.42) 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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