Number of Shares
42,755.00
Current Holdings Value*
$9.50 Mil
% of Portfolio
3.86%
Total Estimate Gain
$10.04 Mil
% of Total Estimate Gain
47.18%

Wealth Advisors of Tampa Bay, LLC's Apple Inc Holding Summary

As of 2025-03-31, Wealth Advisors of Tampa Bay, LLC held 42,755.00 shares of Apple Inc(AAPL), totaling $9.50 Mil. This investment constitutes 3.86% of their stock portfolio, and Wealth Advisors of Tampa Bay, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Wealth Advisors of Tampa Bay, LLC has made 11 purchases of AAPL, at an average price of $114.69, for a total of 185,562.00 shares. In addition, there have been 17 sales at an average price of $155.22 for 142,807.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Wealth Advisors of Tampa Bay, LLC's estimated gain on his AAPL holdings is $10.04 Mil, reflecting a 47.18% gain to date.

Wealth Advisors of Tampa Bay, LLC AAPL ($214.15) Holding Chart

Wealth Advisors of Tampa Bay, LLC AAPL ($214.15) 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 %

Top Ranked Articles

  • 1