Accurate Wealth Management, LLC AAPL Holdings History
Accurate Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Accurate Wealth Management, LLC held 100,708.00 shares of Apple Inc(AAPL), totaling $19.95 Mil. This investment constitutes 3.81% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q2. And since then Accurate Wealth Management, LLC has made 9 purchases of AAPL, at an average price of $156.91, for a total of 130,607.00 shares. In addition, there have been 6 sales at an average price of $160.59 for 29,899.00 shares. Based on historical transaction data and AAPL's current price of $200.04, Accurate Wealth Management, LLC's estimated gain on his AAPL holdings is $4.45 Mil, reflecting a 21.73% gain to date.
Accurate Wealth Management, LLC AAPL ($200.04) Holding Chart
Accurate Wealth Management, LLC AAPL ($200.04) 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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