SlateStone Wealth, LLC AAPL Holdings History
SlateStone Wealth, LLC's Apple Inc Holding Summary
As of 2025-03-31, SlateStone Wealth, LLC held 241,430.00 shares of Apple Inc(AAPL), totaling $53.63 Mil. This investment constitutes 5.38% of their stock portfolio, and SlateStone Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then SlateStone Wealth, LLC has made 11 purchases of AAPL, at an average price of $99.16, for a total of 491,352.00 shares. In addition, there have been 14 sales at an average price of $147.16 for 249,922.00 shares. Based on historical transaction data and AAPL's current price of $213.76, SlateStone Wealth, LLC's estimated gain on his AAPL holdings is $39.67 Mil, reflecting a 81.42% gain to date.
SlateStone Wealth, LLC AAPL ($213.76) Holding Chart
SlateStone Wealth, LLC AAPL ($213.76) 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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