Number of Shares
19,187.00
Current Holdings Value*
$4.26 Mil
% of Portfolio
3.23%
Total Estimate Gain
$4.11 Mil
% of Total Estimate Gain
22.73%

ALTERNA WEALTH MANAGEMENT, INC's Apple Inc Holding Summary

As of 2025-03-31, ALTERNA WEALTH MANAGEMENT, INC held 19,187.00 shares of Apple Inc(AAPL), totaling $4.26 Mil. This investment constitutes 3.23% of their stock portfolio, and ALTERNA WEALTH MANAGEMENT, INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then ALTERNA WEALTH MANAGEMENT, INC has made 7 purchases of AAPL, at an average price of $50.21, for a total of 359,898.00 shares. In addition, there have been 15 sales at an average price of $53.37 for 340,711.00 shares. Based on historical transaction data and AAPL's current price of $208.18, ALTERNA WEALTH MANAGEMENT, INC's estimated gain on his AAPL holdings is $4.11 Mil, reflecting a 22.73% gain to date.

ALTERNA WEALTH MANAGEMENT, INC AAPL ($208.18) Holding Chart

ALTERNA WEALTH MANAGEMENT, INC AAPL ($208.18) 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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