Number of Shares
28,900.00
Current Holdings Value*
$5.93 Mil
% of Portfolio
1.56%
Total Estimate Gain
$880,439.93
% of Total Estimate Gain
12.20%

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 $213.76, Three Bridge Wealth Advisors, LLC's estimated gain on his AAPL holdings is $880,439.93, reflecting a 12.20% gain to date.

Three Bridge Wealth Advisors, LLC AAPL ($213.76) Holding Chart

Three Bridge Wealth Advisors, LLC AAPL ($213.76) 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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