Anchor Pointe Wealth Management, LLC AAPL Holdings History
Number of Shares
12,961.00
Current Holdings Value*
$3.27 Mil
% of Portfolio
4.25%
Total Estimate Gain
$-303,183.71
% of Total Estimate Gain
-9.92%
Anchor Pointe Wealth Management, LLC's Apple Inc Holding Summary
As of 2024-12-31, Anchor Pointe Wealth Management, LLC held 12,961.00 shares of Apple Inc(AAPL), totaling $3.27 Mil. This investment constitutes 4.25% of their stock portfolio, and Anchor Pointe Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and AAPL's current price of $212.44, Anchor Pointe Wealth Management, LLC's estimated gain on his AAPL holdings is $-303,183.71, reflecting a -9.92% gain to date.
Anchor Pointe Wealth Management, LLC AAPL ($212.44) Holding Chart
Anchor Pointe Wealth Management, LLC AAPL ($212.44) 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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