Segment Wealth Management, LLC AAPL Holdings History
Segment Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Segment Wealth Management, LLC held 152,498.00 shares of Apple Inc(AAPL), totaling $33.87 Mil. This investment constitutes 2.29% of their stock portfolio, and Segment Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2013Q4. And since then Segment Wealth Management, LLC has made 23 purchases of AAPL, at an average price of $49.18, for a total of 225,559.00 shares. In addition, there have been 15 sales at an average price of $78.63 for 73,061.00 shares. Based on historical transaction data and AAPL's current price of $207.82, Segment Wealth Management, LLC's estimated gain on his AAPL holdings is $26.34 Mil, reflecting a 237.51% gain to date.
Segment Wealth Management, LLC AAPL ($207.82) Holding Chart
Segment Wealth Management, LLC AAPL ($207.82) 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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