Number of Shares
3,165.00
Current Holdings Value*
$649,340.00
% of Portfolio
0.31%
Total Estimate Gain
$1.03 Mil
% of Total Estimate Gain
88.05%

Altus Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-06-30, Altus Wealth Management, LLC held 3,165.00 shares of Apple Inc(AAPL), totaling $649,340.00. This investment constitutes 0.31% of their stock portfolio, and Altus Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Altus Wealth Management, LLC has made 13 purchases of AAPL, at an average price of $108.29, for a total of 10,832.00 shares. In addition, there have been 9 sales at an average price of $199.79 for 7,667.00 shares. Based on historical transaction data and AAPL's current price of $212.94, Altus Wealth Management, LLC's estimated gain on his AAPL holdings is $1.03 Mil, reflecting a 88.05% gain to date.

Altus Wealth Management, LLC AAPL ($212.94) Holding Chart

Altus Wealth Management, LLC AAPL ($212.94) 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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