SVB WEALTH LLC AAPL Holdings History
SVB WEALTH LLC's Apple Inc Holding Summary
As of 2025-03-31, SVB WEALTH LLC held 741,110.00 shares of Apple Inc(AAPL), totaling $164.62 Mil. This investment constitutes 6.76% of their stock portfolio, and SVB WEALTH LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q4. And since then SVB WEALTH LLC has made 10 purchases of AAPL, at an average price of $101.34, for a total of 7.16 Mil shares. In addition, there have been 21 sales at an average price of $154.97 for 6.42 Mil shares. Based on historical transaction data and AAPL's current price of $210.02, SVB WEALTH LLC's estimated gain on his AAPL holdings is $424.85 Mil, reflecting a 58.54% gain to date.
SVB WEALTH LLC AAPL ($210.02) Holding Chart
SVB WEALTH LLC AAPL ($210.02) 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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