Number of Shares
50,520.00
Current Holdings Value*
$10.37 Mil
% of Portfolio
5.92%
Total Estimate Gain
$5.23 Mil
% of Total Estimate Gain
64.69%

Signature Wealth Management Partners, LLC's Apple Inc Holding Summary

As of 2025-06-30, Signature Wealth Management Partners, LLC held 50,520.00 shares of Apple Inc(AAPL), totaling $10.37 Mil. This investment constitutes 5.92% of their stock portfolio, and Signature Wealth Management Partners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Signature Wealth Management Partners, LLC has made 9 purchases of AAPL, at an average price of $125.65, for a total of 64,303.00 shares. In addition, there have been 9 sales at an average price of $179.60 for 13,783.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Signature Wealth Management Partners, LLC's estimated gain on his AAPL holdings is $5.23 Mil, reflecting a 64.69% gain to date.

Signature Wealth Management Partners, LLC AAPL ($214.40) Holding Chart

Signature Wealth Management Partners, LLC AAPL ($214.40) 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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