TrinityPoint Wealth, LLC AAPL Holdings History
TrinityPoint Wealth, LLC's Apple Inc Holding Summary
As of 2024-12-31, TrinityPoint Wealth, LLC held 151,096.00 shares of Apple Inc(AAPL), totaling $37.84 Mil. This investment constitutes 5.32% of their stock portfolio, and TrinityPoint Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then TrinityPoint Wealth, LLC has made 5 purchases of AAPL, at an average price of $52.84, for a total of 262,415.00 shares. In addition, there have been 18 sales at an average price of $122.07 for 111,319.00 shares. Based on historical transaction data and AAPL's current price of $211.18, TrinityPoint Wealth, LLC's estimated gain on his AAPL holdings is $31.63 Mil, reflecting a 228.10% gain to date.
TrinityPoint Wealth, LLC AAPL ($211.18) Holding Chart
TrinityPoint Wealth, LLC AAPL ($211.18) 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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