Number of Shares
19,999.00
Current Holdings Value*
$4.44 Mil
% of Portfolio
2.97%
Total Estimate Gain
$1.54 Mil
% of Total Estimate Gain
35.74%

Better Money Decisions, LLC's Apple Inc Holding Summary

As of 2025-03-31, Better Money Decisions, LLC held 19,999.00 shares of Apple Inc(AAPL), totaling $4.44 Mil. This investment constitutes 2.97% of their stock portfolio, and Better Money Decisions, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q1. And since then Better Money Decisions, LLC has made 9 purchases of AAPL, at an average price of $147.49, for a total of 29,307.00 shares. In addition, there have been 7 sales at an average price of $176.61 for 9,308.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Better Money Decisions, LLC's estimated gain on his AAPL holdings is $1.54 Mil, reflecting a 35.74% gain to date.

Better Money Decisions, LLC AAPL ($211.18) Holding Chart

Better Money Decisions, 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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