Number of Shares
2,952.00
Current Holdings Value*
$660,000.00
% of Portfolio
0.71%
Total Estimate Gain
$-79,673.44
% of Total Estimate Gain
-8.93%

Ball & Co Wealth Management Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Ball & Co Wealth Management Inc. held 2,952.00 shares of Apple Inc(AAPL), totaling $660,000.00. This investment constitutes 0.71% of their stock portfolio, and Ball & Co Wealth Management Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 830.00 shares. Based on historical transaction data and AAPL's current price of $210.01, Ball & Co Wealth Management Inc.'s estimated gain on his AAPL holdings is $-79,673.44, reflecting a -8.93% gain to date.

Ball & Co Wealth Management Inc. AAPL ($210.01) Holding Chart

Ball & Co Wealth Management Inc. AAPL ($210.01) 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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