Sonoma Private Wealth LLC AAPL Holdings History
Sonoma Private Wealth LLC's Apple Inc Holding Summary
As of 2025-03-31, Sonoma Private Wealth LLC held 13,580.00 shares of Apple Inc(AAPL), totaling $3.02 Mil. This investment constitutes 4.18% of their stock portfolio, and Sonoma Private Wealth LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Sonoma Private Wealth LLC has made 4 purchases of AAPL, at an average price of $191.14, for a total of 15,105.00 shares. In addition, there have been 5 sales at an average price of $184.90 for 1,525.00 shares. Based on historical transaction data and AAPL's current price of $214.13, Sonoma Private Wealth LLC's estimated gain on his AAPL holdings is $302,683.38, reflecting a 10.48% gain to date.
Sonoma Private Wealth LLC AAPL ($214.13) Holding Chart
Sonoma Private Wealth LLC AAPL ($214.13) 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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