Roberts Wealth Advisors, LLC AAPL Holdings History
Roberts Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Roberts Wealth Advisors, LLC held 93,226.00 shares of Apple Inc(AAPL), totaling $20.71 Mil. This investment constitutes 6.39% of their stock portfolio, and Roberts Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q3. And since then Roberts Wealth Advisors, LLC has made 7 purchases of AAPL, at an average price of $157.79, for a total of 116,287.00 shares. In addition, there have been 7 sales at an average price of $177.04 for 23,061.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Roberts Wealth Advisors, LLC's estimated gain on his AAPL holdings is $5.42 Mil, reflecting a 29.54% gain to date.
Roberts Wealth Advisors, LLC AAPL ($211.18) Holding Chart
Roberts Wealth Advisors, 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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