BALANCED WEALTH GROUP LLC AAPL Holdings History
BALANCED WEALTH GROUP LLC's Apple Inc Holding Summary
As of 2025-03-31, BALANCED WEALTH GROUP LLC held 62,633.00 shares of Apple Inc(AAPL), totaling $13.91 Mil. This investment constitutes 6.72% of their stock portfolio, and BALANCED WEALTH GROUP LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then BALANCED WEALTH GROUP LLC has made 1 purchases of AAPL, at an average price of $184.60, for a total of 64,459.00 shares. In addition, there have been 3 sales at an average price of $188.16 for 1,826.00 shares. Based on historical transaction data and AAPL's current price of $201.08, BALANCED WEALTH GROUP LLC's estimated gain on his AAPL holdings is $1.04 Mil, reflecting a 8.73% gain to date.
BALANCED WEALTH GROUP LLC AAPL ($201.08) Holding Chart
BALANCED WEALTH GROUP 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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