Ball & Co Wealth Management Inc. AAPL Holdings History
Number of Shares
2,952.00
Current Holdings Value*
$660,000.00
% of Portfolio
0.71%
Total Estimate Gain
$-76,219.60
% of Total Estimate Gain
-8.55%
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 $211.18, Ball & Co Wealth Management Inc.'s estimated gain on his AAPL holdings is $-76,219.60, reflecting a -8.55% gain to date.
Ball & Co Wealth Management Inc. AAPL ($211.18) Holding Chart
Ball & Co Wealth Management Inc. 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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