Waldron Private Wealth LLC AAPL Holdings History
Waldron Private Wealth LLC's Apple Inc Holding Summary
As of 2025-03-31, Waldron Private Wealth LLC held 112,859.00 shares of Apple Inc(AAPL), totaling $25.07 Mil. This investment constitutes 1.18% of their stock portfolio, and Waldron Private Wealth LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2013Q4. And since then Waldron Private Wealth LLC has made 23 purchases of AAPL, at an average price of $54.96, for a total of 382,929.00 shares. In addition, there have been 13 sales at an average price of $137.07 for 270,070.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Waldron Private Wealth LLC's estimated gain on his AAPL holdings is $39.81 Mil, reflecting a 189.15% gain to date.
Waldron Private Wealth LLC AAPL ($211.18) Holding Chart
Waldron Private 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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