SkyOak Wealth, LLC AAPL Holdings History
SkyOak Wealth, LLC's Apple Inc Holding Summary
As of 2025-03-31, SkyOak Wealth, LLC held 90,167.00 shares of Apple Inc(AAPL), totaling $20.03 Mil. This investment constitutes 4.39% of their stock portfolio, and SkyOak Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then SkyOak Wealth, LLC has made 5 purchases of AAPL, at an average price of $67.01, for a total of 253,131.00 shares. In addition, there have been 16 sales at an average price of $113.02 for 162,964.00 shares. Based on historical transaction data and AAPL's current price of $209.05, SkyOak Wealth, LLC's estimated gain on his AAPL holdings is $20.31 Mil, reflecting a 119.71% gain to date.
SkyOak Wealth, LLC AAPL ($209.05) Holding Chart
SkyOak Wealth, LLC AAPL ($209.05) 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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