Number of Shares
56,561.00
Current Holdings Value*
$11.60 Mil
% of Portfolio
1.87%
Total Estimate Gain
$2.22 Mil
% of Total Estimate Gain
19.94%

Thrive Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-06-30, Thrive Wealth Management, LLC held 56,561.00 shares of Apple Inc(AAPL), totaling $11.60 Mil. This investment constitutes 1.87% of their stock portfolio, and Thrive Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Thrive Wealth Management, LLC has made 8 purchases of AAPL, at an average price of $172.31, for a total of 64,626.00 shares. In addition, there have been 6 sales at an average price of $175.13 for 8,065.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Thrive Wealth Management, LLC's estimated gain on his AAPL holdings is $2.22 Mil, reflecting a 19.94% gain to date.

Thrive Wealth Management, LLC AAPL ($211.16) Holding Chart

Thrive Wealth Management, LLC AAPL ($211.16) 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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