Number of Shares
129,324.00
Current Holdings Value*
$28.73 Mil
% of Portfolio
7.71%
Total Estimate Gain
$4.13 Mil
% of Total Estimate Gain
15.25%

Activest Wealth Management's Apple Inc Holding Summary

As of 2025-03-31, Activest Wealth Management held 129,324.00 shares of Apple Inc(AAPL), totaling $28.73 Mil. This investment constitutes 7.71% of their stock portfolio, and Activest Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q1. And since then Activest Wealth Management has made 10 purchases of AAPL, at an average price of $174.42, for a total of 155,428.00 shares. In addition, there have been 4 sales at an average price of $156.41 for 26,104.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Activest Wealth Management's estimated gain on his AAPL holdings is $4.13 Mil, reflecting a 15.25% gain to date.

Activest Wealth Management AAPL ($210.02) Holding Chart

Activest Wealth Management AAPL ($210.02) 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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