Number of Shares
817,686.00
Current Holdings Value*
$181.63 Mil
% of Portfolio
7.54%
Total Estimate Gain
$103.30 Mil
% of Total Estimate Gain
59.48%

SteelPeak Wealth, LLC's Apple Inc Holding Summary

As of 2025-03-31, SteelPeak Wealth, LLC held 817,686.00 shares of Apple Inc(AAPL), totaling $181.63 Mil. This investment constitutes 7.54% of their stock portfolio, and SteelPeak Wealth, LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then SteelPeak Wealth, LLC has made 13 purchases of AAPL, at an average price of $116.38, for a total of 1.49 Mil shares. In addition, there have been 8 sales at an average price of $156.11 for 674,496.00 shares. Based on historical transaction data and AAPL's current price of $209.95, SteelPeak Wealth, LLC's estimated gain on his AAPL holdings is $103.30 Mil, reflecting a 59.48% gain to date.

SteelPeak Wealth, LLC AAPL ($209.95) Holding Chart

SteelPeak Wealth, LLC AAPL ($209.95) 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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