ALLEN WEALTH MANAGEMENT, LLC AAPL Holdings History
ALLEN WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2025-03-31, ALLEN WEALTH MANAGEMENT, LLC held 11,085.00 shares of Apple Inc(AAPL), totaling $2.46 Mil. This investment constitutes 1.7% of their stock portfolio, and ALLEN WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then ALLEN WEALTH MANAGEMENT, LLC has made 4 purchases of AAPL, at an average price of $187.27, for a total of 11,985.00 shares. In addition, there have been 1 sales at an average price of $181.83 for 900.00 shares. Based on historical transaction data and AAPL's current price of $211.18, ALLEN WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $260,184.98, reflecting a 11.59% gain to date.
ALLEN WEALTH MANAGEMENT, LLC AAPL ($211.18) Holding Chart
ALLEN WEALTH MANAGEMENT, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
