1776 WEALTH LLC AAPL Holdings History

Number of Shares
124,863.00
Current Holdings Value*
$27.74 Mil
% of Portfolio
12.74%
Total Estimate Gain
$18.73 Mil
% of Total Estimate Gain
92.54%

1776 WEALTH LLC's Apple Inc Holding Summary

As of 2025-03-31, 1776 WEALTH LLC held 124,863.00 shares of Apple Inc(AAPL), totaling $27.74 Mil. This investment constitutes 12.74% of their stock portfolio, and 1776 WEALTH LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then 1776 WEALTH LLC has made 12 purchases of AAPL, at an average price of $77.47, for a total of 261,332.00 shares. In addition, there have been 8 sales at an average price of $91.21 for 136,469.00 shares. Based on historical transaction data and AAPL's current price of $212.48, 1776 WEALTH LLC's estimated gain on his AAPL holdings is $18.73 Mil, reflecting a 92.54% gain to date.

1776 WEALTH LLC AAPL ($212.48) Holding Chart

1776 WEALTH LLC AAPL ($212.48) 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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