BKM Wealth Management, LLC AAPL Holdings History
BKM Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, BKM Wealth Management, LLC held 51,199.00 shares of Apple Inc(AAPL), totaling $11.37 Mil. This investment constitutes 4.68% of their stock portfolio, and BKM Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then BKM Wealth Management, LLC has made 4 purchases of AAPL, at an average price of $200.44, for a total of 73,291.00 shares. In addition, there have been 1 sales at an average price of $186.49 for 22,092.00 shares. Based on historical transaction data and AAPL's current price of $211.18, BKM Wealth Management, LLC's estimated gain on his AAPL holdings is $241,943.96, reflecting a 1.65% gain to date.
BKM Wealth Management, LLC AAPL ($211.18) Holding Chart
BKM Wealth Management, 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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