ROBINSON SMITH WEALTH ADVISORS LLC AAPL Holdings History
ROBINSON SMITH WEALTH ADVISORS LLC's Apple Inc Holding Summary
As of 2025-03-31, ROBINSON SMITH WEALTH ADVISORS LLC held 13,770.00 shares of Apple Inc(AAPL), totaling $3.06 Mil. This investment constitutes 2.56% of their stock portfolio, and ROBINSON SMITH WEALTH ADVISORS LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then ROBINSON SMITH WEALTH ADVISORS LLC has made 2 purchases of AAPL, at an average price of $188.14, for a total of 26,591.00 shares. In addition, there have been 3 sales at an average price of $211.72 for 12,821.00 shares. Based on historical transaction data and AAPL's current price of $214.15, ROBINSON SMITH WEALTH ADVISORS LLC's estimated gain on his AAPL holdings is $660,366.34, reflecting a 13.20% gain to date.
ROBINSON SMITH WEALTH ADVISORS LLC AAPL ($214.15) Holding Chart
ROBINSON SMITH WEALTH ADVISORS LLC AAPL ($214.15) 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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