Shira Ridge Wealth Management AAPL Holdings History
Shira Ridge Wealth Management's Apple Inc Holding Summary
As of 2025-06-30, Shira Ridge Wealth Management held 29,751.00 shares of Apple Inc(AAPL), totaling $6.10 Mil. This investment constitutes 2.79% of their stock portfolio, and Shira Ridge Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Shira Ridge Wealth Management has made 4 purchases of AAPL, at an average price of $145.73, for a total of 35,271.00 shares. In addition, there have been 5 sales at an average price of $174.90 for 5,520.00 shares. Based on historical transaction data and AAPL's current price of $213.82, Shira Ridge Wealth Management's estimated gain on his AAPL holdings is $2.19 Mil, reflecting a 42.55% gain to date.
Shira Ridge Wealth Management AAPL ($213.82) Holding Chart
Shira Ridge Wealth Management AAPL ($213.82) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
