Abound Wealth Management AAPL Holdings History
Abound Wealth Management's Apple Inc Holding Summary
As of 2025-03-31, Abound Wealth Management held 39,642.00 shares of Apple Inc(AAPL), totaling $8.81 Mil. This investment constitutes 2.94% of their stock portfolio, and Abound Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Abound Wealth Management has made 7 purchases of AAPL, at an average price of $174.89, for a total of 44,743.00 shares. In addition, there have been 6 sales at an average price of $174.60 for 5,101.00 shares. Based on historical transaction data and AAPL's current price of $199.94, Abound Wealth Management's estimated gain on his AAPL holdings is $991,378.30, reflecting a 12.67% gain to date.
Abound Wealth Management AAPL ($199.94) Holding Chart
Abound Wealth Management AAPL ($199.94) 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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