SVA Plumb Wealth Management, LLC AAPL Holdings History
SVA Plumb Wealth Management, LLC's Apple Inc Holding Summary
As of 2020-12-31, SVA Plumb Wealth Management, LLC held 333,616.00 shares of Apple Inc(AAPL), totaling $44.27 Mil. This investment constitutes 4.11% of their stock portfolio, and SVA Plumb Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then SVA Plumb Wealth Management, LLC has made 9 purchases of AAPL, at an average price of $27.38, for a total of 438,348.00 shares. In addition, there have been 10 sales at an average price of $71.27 for 104,732.00 shares. Based on historical transaction data and AAPL's current price of $211.16, SVA Plumb Wealth Management, LLC's estimated gain on his AAPL holdings is $65.91 Mil, reflecting a 549.03% gain to date.
SVA Plumb Wealth Management, LLC AAPL ($211.16) Holding Chart
SVA Plumb Wealth Management, LLC AAPL ($211.16) 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
