Aspen Wealth Strategies, LLC AAPL Holdings History
Aspen Wealth Strategies, LLC's Apple Inc Holding Summary
As of 2025-03-31, Aspen Wealth Strategies, LLC held 16,055.00 shares of Apple Inc(AAPL), totaling $3.57 Mil. This investment constitutes 2.34% of their stock portfolio, and Aspen Wealth Strategies, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Aspen Wealth Strategies, LLC has made 3 purchases of AAPL, at an average price of $143.68, for a total of 18,809.00 shares. In addition, there have been 5 sales at an average price of $180.73 for 2,754.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Aspen Wealth Strategies, LLC's estimated gain on his AAPL holdings is $1.19 Mil, reflecting a 43.88% gain to date.
Aspen Wealth Strategies, LLC AAPL ($211.18) Holding Chart
Aspen Wealth Strategies, 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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