REDW Wealth LLC AAPL Holdings History
Number of Shares
13,918.00
Current Holdings Value*
$3.09 Mil
% of Portfolio
1.15%
Total Estimate Gain
$10.12 Mil
% of Total Estimate Gain
275.26%
REDW Wealth LLC's Apple Inc Holding Summary
As of 2025-03-31, REDW Wealth LLC held 13,918.00 shares of Apple Inc(AAPL), totaling $3.09 Mil. This investment constitutes 1.15% of their stock portfolio, and REDW Wealth LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then REDW Wealth LLC has made 10 purchases of AAPL, at an average price of $53.94, for a total of 68,133.00 shares. In addition, there have been 18 sales at an average price of $202.65 for 54,215.00 shares. Based on historical transaction data and AAPL's current price of $201.56, REDW Wealth LLC's estimated gain on his AAPL holdings is $10.12 Mil, reflecting a 275.26% gain to date.
REDW Wealth LLC AAPL ($201.56) Holding Chart
REDW Wealth LLC AAPL ($201.56) 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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