Tolleson Wealth Management, Inc. AAPL Holdings History
Tolleson Wealth Management, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Tolleson Wealth Management, Inc. held 7,670.00 shares of Apple Inc(AAPL), totaling $1.70 Mil. This investment constitutes 0.33% of their stock portfolio, and Tolleson Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Tolleson Wealth Management, Inc. has made 7 purchases of AAPL, at an average price of $106.38, for a total of 25,474.00 shares. In addition, there have been 9 sales at an average price of $140.53 for 17,804.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Tolleson Wealth Management, Inc.'s estimated gain on his AAPL holdings is $1.41 Mil, reflecting a 52.08% gain to date.
Tolleson Wealth Management, Inc. AAPL ($211.16) Holding Chart
Tolleson Wealth Management, Inc. 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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