Number of Shares
37,346.00
Current Holdings Value*
$7.66 Mil
% of Portfolio
5.57%
Total Estimate Gain
$3.79 Mil
% of Total Estimate Gain
43.43%

SILVIA MCCOLL WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary

As of 2025-06-30, SILVIA MCCOLL WEALTH MANAGEMENT, LLC held 37,346.00 shares of Apple Inc(AAPL), totaling $7.66 Mil. This investment constitutes 5.57% of their stock portfolio, and SILVIA MCCOLL WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then SILVIA MCCOLL WEALTH MANAGEMENT, LLC has made 2 purchases of AAPL, at an average price of $146.76, for a total of 59,401.00 shares. In addition, there have been 8 sales at an average price of $203.90 for 22,055.00 shares. Based on historical transaction data and AAPL's current price of $214.39, SILVIA MCCOLL WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $3.79 Mil, reflecting a 43.43% gain to date.

SILVIA MCCOLL WEALTH MANAGEMENT, LLC AAPL ($214.39) Holding Chart

SILVIA MCCOLL WEALTH MANAGEMENT, LLC AAPL ($214.39) 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