Selective Wealth Management, Inc. AAPL Holdings History
Selective Wealth Management, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Selective Wealth Management, Inc. held 28,581.00 shares of Apple Inc(AAPL), totaling $5.66 Mil. This investment constitutes 2.46% of their stock portfolio, and Selective Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q3. And since then Selective Wealth Management, Inc. has made 14 purchases of AAPL, at an average price of $128.92, for a total of 48,016.00 shares. In addition, there have been 9 sales at an average price of $141.78 for 19,435.00 shares. Based on historical transaction data and AAPL's current price of $201.10, Selective Wealth Management, Inc.'s estimated gain on his AAPL holdings is $2.31 Mil, reflecting a 37.37% gain to date.
Selective Wealth Management, Inc. AAPL ($201.10) Holding Chart
Selective Wealth Management, Inc. AAPL ($201.10) 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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