AGH Wealth Advisors, LLC AAPL Holdings History
Number of Shares
24,400.00
Current Holdings Value*
$5.42 Mil
% of Portfolio
5.23%
Total Estimate Gain
$-638,496.92
% of Total Estimate Gain
-10.96%
AGH Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, AGH Wealth Advisors, LLC held 24,400.00 shares of Apple Inc(AAPL), totaling $5.42 Mil. This investment constitutes 5.23% of their stock portfolio, and AGH Wealth Advisors, LLC 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 298.00 shares. Based on historical transaction data and AAPL's current price of $209.71, AGH Wealth Advisors, LLC's estimated gain on his AAPL holdings is $-638,496.92, reflecting a -10.96% gain to date.
AGH Wealth Advisors, LLC AAPL ($209.71) Holding Chart
AGH Wealth Advisors, LLC AAPL ($209.71) 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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