Three Bridge Wealth Advisors, LLC AAPL Holdings History
Three Bridge Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-06-30, Three Bridge Wealth Advisors, LLC held 28,900.00 shares of Apple Inc(AAPL), totaling $5.93 Mil. This investment constitutes 1.56% of their stock portfolio, and Three Bridge Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q1. And since then Three Bridge Wealth Advisors, LLC has made 3 purchases of AAPL, at an average price of $183.60, for a total of 39,292.00 shares. In addition, there have been 9 sales at an average price of $184.45 for 10,392.00 shares. Based on historical transaction data and AAPL's current price of $214.17, Three Bridge Wealth Advisors, LLC's estimated gain on his AAPL holdings is $892,288.93, reflecting a 12.37% gain to date.
Three Bridge Wealth Advisors, LLC AAPL ($214.17) Holding Chart
Three Bridge Wealth Advisors, LLC AAPL ($214.17) 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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