Number of Shares
149,712.00
Current Holdings Value*
$7.11 Mil
% of Portfolio
2.39%
Total Estimate Gain
$24.62 Mil
% of Total Estimate Gain
342.97%

Sound View Wealth Advisors, LLC's Apple Inc Holding Summary

As of 2019-03-31, Sound View Wealth Advisors, LLC held 149,712.00 shares of Apple Inc(AAPL), totaling $7.11 Mil. This investment constitutes 2.39% of their stock portfolio, and Sound View Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Sound View Wealth Advisors, LLC has made 1 purchases of AAPL, at an average price of $47.96, for a total of 149,712.00 shares. Based on historical transaction data and AAPL's current price of $212.44, Sound View Wealth Advisors, LLC's estimated gain on his AAPL holdings is $24.62 Mil, reflecting a 342.97% gain to date.

Sound View Wealth Advisors, LLC AAPL ($212.44) Holding Chart

Sound View Wealth Advisors, LLC AAPL ($212.44) 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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