Number of Shares
47,783.00
Current Holdings Value*
$9.20 Mil
% of Portfolio
2.23%
Total Estimate Gain
$6.15 Mil
% of Total Estimate Gain
160.41%

Traverso Chambers Private Wealth Management, LLC's Apple Inc Holding Summary

As of 2023-12-31, Traverso Chambers Private Wealth Management, LLC held 47,783.00 shares of Apple Inc(AAPL), totaling $9.20 Mil. This investment constitutes 2.23% of their stock portfolio, and Traverso Chambers Private Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Traverso Chambers Private Wealth Management, LLC has made 12 purchases of AAPL, at an average price of $74.08, for a total of 51,766.00 shares. In addition, there have been 7 sales at an average price of $94.73 for 3,983.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Traverso Chambers Private Wealth Management, LLC's estimated gain on his AAPL holdings is $6.15 Mil, reflecting a 160.41% gain to date.

Traverso Chambers Private Wealth Management, LLC AAPL ($201.08) Holding Chart

Traverso Chambers Private Wealth Management, LLC AAPL ($201.08) 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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