TPB WEALTH ADVISORS AAPL Holdings History
TPB WEALTH ADVISORS's Apple Inc Holding Summary
As of 2023-03-31, TPB WEALTH ADVISORS held 39,274.00 shares of Apple Inc(AAPL), totaling $6.48 Mil. This investment constitutes 3.53% of their stock portfolio, and TPB WEALTH ADVISORS now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then TPB WEALTH ADVISORS has made 5 purchases of AAPL, at an average price of $123.34, for a total of 40,404.00 shares. In addition, there have been 3 sales at an average price of $149.11 for 1,130.00 shares. Based on historical transaction data and AAPL's current price of $210.16, TPB WEALTH ADVISORS's estimated gain on his AAPL holdings is $3.44 Mil, reflecting a 69.01% gain to date.
TPB WEALTH ADVISORS AAPL ($210.16) Holding Chart
TPB WEALTH ADVISORS AAPL ($210.16) 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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