Strategic Wealth Partners, Ltd. AAPL Holdings History

Number of Shares

138,600.00

$33.47 Mil

% of Portfolio

2.77%

Total Estimate Gain

$11.26 Mil

% of Total Estimate Gain

41.41%

Strategic Wealth Partners, Ltd.'s Apple Inc Holding Summary

As of 2024-12-31, Strategic Wealth Partners, Ltd. held 138,600.00 shares of Apple Inc(AAPL), totaling $33.47 Mil. This investment constitutes 2.77% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Strategic Wealth Partners, Ltd. has made 17 purchases of AAPL, at an average price of $102.62, for a total of 265,005.00 shares. In addition, there have been 10 sales at an average price of $69.27 for 126,405.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Strategic Wealth Partners, Ltd.'s estimated gain on his AAPL holdings is $11.26 Mil, reflecting a 41.41% gain to date.

Strategic Wealth Partners, Ltd. AAPL ($214.29) Holding Chart

Strategic Wealth Partners, Ltd. AAPL ($214.29) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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