Number of Shares
10,081.00
Current Holdings Value*
$2.24 Mil
% of Portfolio
1.2%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
47.93%

Tower Wealth Partners, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Tower Wealth Partners, Inc. held 10,081.00 shares of Apple Inc(AAPL), totaling $2.24 Mil. This investment constitutes 1.2% of their stock portfolio, and Tower Wealth Partners, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Tower Wealth Partners, Inc. has made 8 purchases of AAPL, at an average price of $136.58, for a total of 18,771.00 shares. In addition, there have been 9 sales at an average price of $187.72 for 8,690.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Tower Wealth Partners, Inc.'s estimated gain on his AAPL holdings is $1.23 Mil, reflecting a 47.93% gain to date.

Tower Wealth Partners, Inc. AAPL ($214.40) Holding Chart

Tower Wealth Partners, Inc. AAPL ($214.40) 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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