Atlas Private Wealth Management, LLC AAPL Holdings History
Atlas Private Wealth Management, LLC's Apple Inc Holding Summary
As of 2024-03-31, Atlas Private Wealth Management, LLC held 43,307.00 shares of Apple Inc(AAPL), totaling $7.43 Mil. This investment constitutes 3.12% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Atlas Private Wealth Management, LLC has made 5 purchases of AAPL, at an average price of $69.76, for a total of 69,133.00 shares. In addition, there have been 12 sales at an average price of $135.25 for 25,826.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Atlas Private Wealth Management, LLC's estimated gain on his AAPL holdings is $7.38 Mil, reflecting a 152.99% gain to date.
Atlas Private Wealth Management, LLC AAPL ($201.08) Holding Chart
Atlas Private Wealth Management, LLC AAPL ($201.08) 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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