Waypoint Wealth Counsel AAPL Holdings History
waypoint wealth counsel's Apple Inc Holding Summary
As of 2025-03-31, waypoint wealth counsel held 31,282.00 shares of Apple Inc(AAPL), totaling $6.95 Mil. This investment constitutes 4.36% of their stock portfolio, and waypoint wealth counsel now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then waypoint wealth counsel has made 6 purchases of AAPL, at an average price of $147.73, for a total of 71,515.00 shares. In addition, there have been 3 sales at an average price of $173.79 for 40,233.00 shares. Based on historical transaction data and AAPL's current price of $200.30, waypoint wealth counsel's estimated gain on his AAPL holdings is $2.69 Mil, reflecting a 25.49% gain to date.
waypoint wealth counsel AAPL ($200.30) Holding Chart
waypoint wealth counsel AAPL ($200.30) 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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