WEALTHSOURCE PARTNERS, LLC AAPL Holdings History
WEALTHSOURCE PARTNERS, LLC's Apple Inc Holding Summary
As of 2023-12-31, WEALTHSOURCE PARTNERS, LLC held 148,927.00 shares of Apple Inc(AAPL), totaling $28.67 Mil. This investment constitutes 1.87% of their stock portfolio, and WEALTHSOURCE PARTNERS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then WEALTHSOURCE PARTNERS, LLC has made 8 purchases of AAPL, at an average price of $83.65, for a total of 387,381.00 shares. In addition, there have been 15 sales at an average price of $136.50 for 238,454.00 shares. Based on historical transaction data and AAPL's current price of $201.08, WEALTHSOURCE PARTNERS, LLC's estimated gain on his AAPL holdings is $30.09 Mil, reflecting a 92.86% gain to date.
WEALTHSOURCE PARTNERS, LLC AAPL ($201.08) Holding Chart
WEALTHSOURCE PARTNERS, 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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