BlackDiamond Wealth Management, LLC AAPL Holdings History
BlackDiamond Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, BlackDiamond Wealth Management, LLC held 23,441.00 shares of Apple Inc(AAPL), totaling $4.65 Mil. This investment constitutes 3.14% of their stock portfolio, and BlackDiamond Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then BlackDiamond Wealth Management, LLC has made 12 purchases of AAPL, at an average price of $181.02, for a total of 24,175.00 shares. In addition, there have been 1 sales at an average price of $181.83 for 734.00 shares. Based on historical transaction data and AAPL's current price of $214.15, BlackDiamond Wealth Management, LLC's estimated gain on his AAPL holdings is $777,245.70, reflecting a 17.76% gain to date.
BlackDiamond Wealth Management, LLC AAPL ($214.15) Holding Chart
BlackDiamond Wealth Management, LLC AAPL ($214.15) 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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