Authentikos Wealth Advisory, LLC AAPL Holdings History
Authentikos Wealth Advisory, LLC's Apple Inc Holding Summary
As of 2025-03-31, Authentikos Wealth Advisory, LLC held 30,283.00 shares of Apple Inc(AAPL), totaling $5.34 Mil. This investment constitutes 4.5% of their stock portfolio, and Authentikos Wealth Advisory, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q1. And since then Authentikos Wealth Advisory, LLC has made 4 purchases of AAPL, at an average price of $201.19, for a total of 35,741.00 shares. In addition, there have been 4 sales at an average price of $213.33 for 5,458.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Authentikos Wealth Advisory, LLC's estimated gain on his AAPL holdings is $458,724.81, reflecting a 6.38% gain to date.
Authentikos Wealth Advisory, LLC AAPL ($214.15) Holding Chart
Authentikos Wealth Advisory, LLC AAPL ($214.15) 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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