Number of Shares
200,740.00
Current Holdings Value*
$44.59 Mil
% of Portfolio
4.92%
Total Estimate Gain
$24.96 Mil
% of Total Estimate Gain
97.90%

Wealth Architects, LLC's Apple Inc Holding Summary

As of 2025-03-31, Wealth Architects, LLC held 200,740.00 shares of Apple Inc(AAPL), totaling $44.59 Mil. This investment constitutes 4.92% of their stock portfolio, and Wealth Architects, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q4. And since then Wealth Architects, LLC has made 11 purchases of AAPL, at an average price of $87.79, for a total of 290,440.00 shares. In addition, there have been 20 sales at an average price of $89.92 for 89,700.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Wealth Architects, LLC's estimated gain on his AAPL holdings is $24.96 Mil, reflecting a 97.90% gain to date.

Wealth Architects, LLC AAPL ($211.18) Holding Chart

Wealth Architects, 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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