9258 Wealth Management, LLC AAPL Holdings History
9258 Wealth Management, LLC's Apple Inc Holding Summary
As of 2024-09-30, 9258 Wealth Management, LLC held 105,163.00 shares of Apple Inc(AAPL), totaling $24.50 Mil. This investment constitutes 3.64% of their stock portfolio, and 9258 Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then 9258 Wealth Management, LLC has made 10 purchases of AAPL, at an average price of $61.60, for a total of 132,202.00 shares. In addition, there have been 13 sales at an average price of $131.22 for 27,039.00 shares. Based on historical transaction data and AAPL's current price of $208.62, 9258 Wealth Management, LLC's estimated gain on his AAPL holdings is $17.34 Mil, reflecting a 212.94% gain to date.
9258 Wealth Management, LLC AAPL ($208.62) Holding Chart
9258 Wealth Management, LLC AAPL ($208.62) 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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