Regent Peak Wealth Advisors LLC AAPL Holdings History
Regent Peak Wealth Advisors LLC's Apple Inc Holding Summary
As of 2025-03-31, Regent Peak Wealth Advisors LLC held 111,467.00 shares of Apple Inc(AAPL), totaling $24.76 Mil. This investment constitutes 5.84% of their stock portfolio, and Regent Peak Wealth Advisors LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Regent Peak Wealth Advisors LLC has made 15 purchases of AAPL, at an average price of $155.11, for a total of 231,669.00 shares. In addition, there have been 6 sales at an average price of $227.70 for 120,202.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Regent Peak Wealth Advisors LLC's estimated gain on his AAPL holdings is $15.26 Mil, reflecting a 42.47% gain to date.
Regent Peak Wealth Advisors LLC AAPL ($213.76) Holding Chart
Regent Peak Wealth Advisors LLC AAPL ($213.76) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
