Ropes Wealth Advisors LLC AAPL Holdings History
Ropes Wealth Advisors LLC's Apple Inc Holding Summary
As of 2023-09-30, Ropes Wealth Advisors LLC held 195,650.00 shares of Apple Inc(AAPL), totaling $33.50 Mil. This investment constitutes 6.5% of their stock portfolio, and Ropes Wealth Advisors LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2015Q1. And since then Ropes Wealth Advisors LLC has made 10 purchases of AAPL, at an average price of $60.30, for a total of 360,004.00 shares. In addition, there have been 12 sales at an average price of $114.45 for 164,354.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Ropes Wealth Advisors LLC's estimated gain on his AAPL holdings is $36.45 Mil, reflecting a 167.90% gain to date.
Ropes Wealth Advisors LLC AAPL ($201.08) Holding Chart
Ropes Wealth Advisors LLC AAPL ($201.08) 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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