SOA Wealth Advisors, LLC. AAPL Holdings History
SOA Wealth Advisors, LLC.'s Apple Inc Holding Summary
As of 2025-03-31, SOA Wealth Advisors, LLC. held 269,615.00 shares of Apple Inc(AAPL), totaling $50.00 Mil. This investment constitutes 10.44% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then SOA Wealth Advisors, LLC. has made 5 purchases of AAPL, at an average price of $132.67, for a total of 322,083.00 shares. In addition, there have been 13 sales at an average price of $173.11 for 52,468.00 shares. Based on historical transaction data and AAPL's current price of $209.68, SOA Wealth Advisors, LLC.'s estimated gain on his AAPL holdings is $22.88 Mil, reflecting a 53.55% gain to date.
SOA Wealth Advisors, LLC. AAPL ($209.68) Holding Chart
SOA Wealth Advisors, LLC. AAPL ($209.68) 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
