4J Wealth Management LLC AAPL Holdings History
4J Wealth Management LLC's Apple Inc Holding Summary
As of 2025-03-31, 4J Wealth Management LLC held 16,838.00 shares of Apple Inc(AAPL), totaling $3.74 Mil. This investment constitutes 2.95% of their stock portfolio, and 4J Wealth Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then 4J Wealth Management LLC has made 3 purchases of AAPL, at an average price of $133.10, for a total of 22,609.00 shares. In addition, there have been 14 sales at an average price of $171.85 for 5,771.00 shares. Based on historical transaction data and AAPL's current price of $213.12, 4J Wealth Management LLC's estimated gain on his AAPL holdings is $1.57 Mil, reflecting a 52.20% gain to date.
4J Wealth Management LLC AAPL ($213.12) Holding Chart
4J Wealth Management LLC AAPL ($213.12) 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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