Smith Salley Wealth Management AAPL Holdings History
Smith Salley Wealth Management's Apple Inc Holding Summary
As of 2025-06-30, Smith Salley Wealth Management held 406,816.00 shares of Apple Inc(AAPL), totaling $83.47 Mil. This investment constitutes 4.83% of their stock portfolio, and Smith Salley Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then Smith Salley Wealth Management has made 29 purchases of AAPL, at an average price of $52.96, for a total of 1.02 Mil shares. In addition, there have been 8 sales at an average price of $75.73 for 617,093.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Smith Salley Wealth Management's estimated gain on his AAPL holdings is $78.42 Mil, reflecting a 144.63% gain to date.
Smith Salley Wealth Management AAPL ($211.18) Holding Chart
Smith Salley Wealth Management AAPL ($211.18) 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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