Western Pacific Wealth Management, LP AAPL Holdings History
Western Pacific Wealth Management, LP's Apple Inc Holding Summary
As of 2025-06-30, Western Pacific Wealth Management, LP held 47,676.00 shares of Apple Inc(AAPL), totaling $9.78 Mil. This investment constitutes 9.38% of their stock portfolio, and Western Pacific Wealth Management, LP now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Western Pacific Wealth Management, LP has made 7 purchases of AAPL, at an average price of $164.53, for a total of 69,601.00 shares. In addition, there have been 6 sales at an average price of $204.69 for 21,925.00 shares. Based on historical transaction data and AAPL's current price of $212.94, Western Pacific Wealth Management, LP's estimated gain on his AAPL holdings is $3.19 Mil, reflecting a 27.84% gain to date.
Western Pacific Wealth Management, LP AAPL ($212.94) Holding Chart
Western Pacific Wealth Management, LP AAPL ($212.94) 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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