1858 WEALTH MANAGEMENT, LLC AAPL Holdings History
1858 WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2025-03-31, 1858 WEALTH MANAGEMENT, LLC held 30,071.00 shares of Apple Inc(AAPL), totaling $6.68 Mil. This investment constitutes 5.66% of their stock portfolio, and 1858 WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then 1858 WEALTH MANAGEMENT, LLC has made 2 purchases of AAPL, at an average price of $186.99, for a total of 33,116.00 shares. In addition, there have been 2 sales at an average price of $233.07 for 3,045.00 shares. Based on historical transaction data and AAPL's current price of $214.40, 1858 WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $964,585.51, reflecting a 15.58% gain to date.
1858 WEALTH MANAGEMENT, LLC AAPL ($214.40) Holding Chart
1858 WEALTH MANAGEMENT, LLC AAPL ($214.40) 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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