Number of Shares
864,546.00
Current Holdings Value*
$192.04 Mil
% of Portfolio
4.22%
Total Estimate Gain
$40.06 Mil
% of Total Estimate Gain
19.25%

Apollon Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Apollon Wealth Management, LLC held 864,546.00 shares of Apple Inc(AAPL), totaling $192.04 Mil. This investment constitutes 4.22% of their stock portfolio, and Apollon Wealth Management, LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Apollon Wealth Management, LLC has made 19 purchases of AAPL, at an average price of $163.67, for a total of 1.27 Mil shares. In addition, there have been 6 sales at an average price of $161.17 for 407,032.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Apollon Wealth Management, LLC's estimated gain on his AAPL holdings is $40.06 Mil, reflecting a 19.25% gain to date.

Apollon Wealth Management, LLC AAPL ($211.18) Holding Chart

Apollon 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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