BEAM WEALTH ADVISORS, INC. AAPL Holdings History
BEAM WEALTH ADVISORS, INC.'s Apple Inc Holding Summary
As of 2025-03-31, BEAM WEALTH ADVISORS, INC. held 28,310.00 shares of Apple Inc(AAPL), totaling $6.29 Mil. This investment constitutes 2.12% of their stock portfolio, and BEAM WEALTH ADVISORS, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then BEAM WEALTH ADVISORS, INC. has made 11 purchases of AAPL, at an average price of $114.67, for a total of 77,593.00 shares. In addition, there have been 10 sales at an average price of $138.83 for 49,283.00 shares. Based on historical transaction data and AAPL's current price of $213.55, BEAM WEALTH ADVISORS, INC.'s estimated gain on his AAPL holdings is $3.99 Mil, reflecting a 44.84% gain to date.
BEAM WEALTH ADVISORS, INC. AAPL ($213.55) Holding Chart
BEAM WEALTH ADVISORS, INC. AAPL ($213.55) 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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