Sound View Wealth Advisors Group, LLC AAPL Holdings History
Sound View Wealth Advisors Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Sound View Wealth Advisors Group, LLC held 287,943.00 shares of Apple Inc(AAPL), totaling $63.96 Mil. This investment constitutes 5.25% of their stock portfolio, and Sound View Wealth Advisors Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q2. And since then Sound View Wealth Advisors Group, LLC has made 12 purchases of AAPL, at an average price of $131.34, for a total of 445,844.00 shares. In addition, there have been 11 sales at an average price of $162.97 for 157,901.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Sound View Wealth Advisors Group, LLC's estimated gain on his AAPL holdings is $27.99 Mil, reflecting a 47.79% gain to date.
Sound View Wealth Advisors Group, LLC AAPL ($211.18) Holding Chart
Sound View Wealth Advisors Group, LLC 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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