AllSquare Wealth Management LLC AAPL Holdings History
AllSquare Wealth Management LLC's Apple Inc Holding Summary
As of 2025-03-31, AllSquare Wealth Management LLC held 16,451.00 shares of Apple Inc(AAPL), totaling $3.65 Mil. This investment constitutes 2.17% of their stock portfolio, and AllSquare Wealth Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q4. And since then AllSquare Wealth Management LLC has made 12 purchases of AAPL, at an average price of $44.29, for a total of 28,764.00 shares. In addition, there have been 18 sales at an average price of $86.71 for 12,313.00 shares. Based on historical transaction data and AAPL's current price of $211.18, AllSquare Wealth Management LLC's estimated gain on his AAPL holdings is $3.27 Mil, reflecting a 256.54% gain to date.
AllSquare Wealth Management LLC AAPL ($211.18) Holding Chart
AllSquare 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 % | |||
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