WEATHERLY ASSET MANAGEMENT L. P. AAPL Holdings History
WEATHERLY ASSET MANAGEMENT L. P.'s Apple Inc Holding Summary
As of 2025-03-31, WEATHERLY ASSET MANAGEMENT L. P. held 353,361.00 shares of Apple Inc(AAPL), totaling $78.49 Mil. This investment constitutes 7.04% of their stock portfolio, and WEATHERLY ASSET MANAGEMENT L. P. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2013Q4. And since then WEATHERLY ASSET MANAGEMENT L. P. has made 11 purchases of AAPL, at an average price of $21.41, for a total of 672,608.00 shares. In addition, there have been 29 sales at an average price of $102.72 for 319,247.00 shares. Based on historical transaction data and AAPL's current price of $205.17, WEATHERLY ASSET MANAGEMENT L. P.'s estimated gain on his AAPL holdings is $90.89 Mil, reflecting a 631.20% gain to date.
WEATHERLY ASSET MANAGEMENT L. P. AAPL ($205.17) Holding Chart
WEATHERLY ASSET MANAGEMENT L. P. AAPL ($205.17) 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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