Robertson Stephens Wealth Management, LLC AAPL Holdings History
Robertson Stephens Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Robertson Stephens Wealth Management, LLC held 9,700.00 shares of Apple Inc(AAPL), totaling $2.15 Mil. This investment constitutes 0.07% of their stock portfolio, and Robertson Stephens Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q1. And since then Robertson Stephens Wealth Management, LLC has made 16 purchases of AAPL, at an average price of $126.56, for a total of 471,309.00 shares. In addition, there have been 5 sales at an average price of $187.52 for 38,425.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Robertson Stephens Wealth Management, LLC's estimated gain on his AAPL holdings is $38.97 Mil, reflecting a 65.33% gain to date.
Robertson Stephens Wealth Management, LLC AAPL ($211.18) Holding Chart
Robertson Stephens Wealth Management, 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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