Waypoint Wealth Partners Inc. AAPL Holdings History
Waypoint Wealth Partners Inc.'s Apple Inc Holding Summary
As of 2025-06-30, Waypoint Wealth Partners Inc. held 12,929.00 shares of Apple Inc(AAPL), totaling $2.65 Mil. This investment constitutes 0.64% of their stock portfolio, and Waypoint Wealth Partners Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Waypoint Wealth Partners Inc. has made 7 purchases of AAPL, at an average price of $149.23, for a total of 34,917.00 shares. In addition, there have been 11 sales at an average price of $172.95 for 21,988.00 shares. Based on historical transaction data and AAPL's current price of $209.11, Waypoint Wealth Partners Inc.'s estimated gain on his AAPL holdings is $1.30 Mil, reflecting a 24.86% gain to date.
Waypoint Wealth Partners Inc. AAPL ($209.11) Holding Chart
Waypoint Wealth Partners Inc. AAPL ($209.11) 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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