4WEALTH ADVISORS, INC. AAPL Holdings History
Number of Shares
11,241.00
Current Holdings Value*
$2.50 Mil
% of Portfolio
2.72%
Total Estimate Gain
$-277,756.25
% of Total Estimate Gain
-10.33%
4WEALTH ADVISORS, INC.'s Apple Inc Holding Summary
As of 2025-03-31, 4WEALTH ADVISORS, INC. held 11,241.00 shares of Apple Inc(AAPL), totaling $2.50 Mil. This investment constitutes 2.72% of their stock portfolio, and 4WEALTH ADVISORS, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 160.00 shares. Based on historical transaction data and AAPL's current price of $211.18, 4WEALTH ADVISORS, INC.'s estimated gain on his AAPL holdings is $-277,756.25, reflecting a -10.33% gain to date.
4WEALTH ADVISORS, INC. AAPL ($211.18) Holding Chart
4WEALTH ADVISORS, INC. AAPL ($211.18) 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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