Tumwater Wealth Management, LLC AAPL Holdings History
Tumwater Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Tumwater Wealth Management, LLC held 5,140.00 shares of Apple Inc(AAPL), totaling $1.14 Mil. This investment constitutes 0.6% of their stock portfolio, and Tumwater Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then Tumwater Wealth Management, LLC has made 1 purchases of AAPL, at an average price of $235.83, for a total of 5,140.00 shares. Based on historical transaction data and AAPL's current price of $214.39, Tumwater Wealth Management, LLC's estimated gain on his AAPL holdings is $-110,197.44, reflecting a -9.09% gain to date.
Tumwater Wealth Management, LLC AAPL ($214.39) Holding Chart
Tumwater Wealth Management, LLC AAPL ($214.39) 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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