Number of Shares
383,207.00
Current Holdings Value*
$78.62 Mil
% of Portfolio
7.28%
Total Estimate Gain
$11.56 Mil
% of Total Estimate Gain
14.40%

TRITONPOINT WEALTH, LLC's Apple Inc Holding Summary

As of 2025-06-30, TRITONPOINT WEALTH, LLC held 383,207.00 shares of Apple Inc(AAPL), totaling $78.62 Mil. This investment constitutes 7.28% of their stock portfolio, and TRITONPOINT WEALTH, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then TRITONPOINT WEALTH, LLC has made 1 purchases of AAPL, at an average price of $184.65, for a total of 434,704.00 shares. In addition, there have been 5 sales at an average price of $198.62 for 51,497.00 shares. Based on historical transaction data and AAPL's current price of $212.94, TRITONPOINT WEALTH, LLC's estimated gain on his AAPL holdings is $11.56 Mil, reflecting a 14.40% gain to date.

TRITONPOINT WEALTH, LLC AAPL ($212.94) Holding Chart

TRITONPOINT WEALTH, LLC AAPL ($212.94) 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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