Talon Private Wealth, LLC AAPL Holdings History
Number of Shares
60,339.00
Current Holdings Value*
$13.43 Mil
% of Portfolio
1.8%
Total Estimate Gain
$-1.23 Mil
% of Total Estimate Gain
-8.73%
Talon Private Wealth, LLC's Apple Inc Holding Summary
As of 2025-03-31, Talon Private Wealth, LLC held 60,339.00 shares of Apple Inc(AAPL), totaling $13.43 Mil. This investment constitutes 1.8% of their stock portfolio, and Talon Private Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q3. And since then Talon Private Wealth, LLC has made 1 purchases of AAPL, at an average price of $231.56, for a total of 60,723.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Talon Private Wealth, LLC's estimated gain on his AAPL holdings is $-1.23 Mil, reflecting a -8.73% gain to date.
Talon Private Wealth, LLC AAPL ($211.18) Holding Chart
Talon Private Wealth, LLC AAPL ($211.18) 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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