Altus Wealth Group LLC AAPL Holdings History
Number of Shares
30,515.00
Current Holdings Value*
$6.78 Mil
% of Portfolio
3.17%
Total Estimate Gain
$2.79 Mil
% of Total Estimate Gain
63.48%
Altus Wealth Group LLC's Apple Inc Holding Summary
As of 2025-03-31, Altus Wealth Group LLC held 30,515.00 shares of Apple Inc(AAPL), totaling $6.78 Mil. This investment constitutes 3.17% of their stock portfolio, and Altus Wealth Group LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Altus Wealth Group LLC has made 10 purchases of AAPL, at an average price of $128.10, for a total of 34,361.00 shares. In addition, there have been 6 sales at an average price of $174.92 for 3,846.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Altus Wealth Group LLC's estimated gain on his AAPL holdings is $2.79 Mil, reflecting a 63.48% gain to date.
Altus Wealth Group LLC AAPL ($213.76) Holding Chart
Altus Wealth Group LLC AAPL ($213.76) 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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