Number of Shares
14,394.00
Current Holdings Value*
$3.20 Mil
% of Portfolio
2.08%
Total Estimate Gain
$404,779.29
% of Total Estimate Gain
13.51%

Boomfish Wealth Group, LLC's Apple Inc Holding Summary

As of 2025-03-31, Boomfish Wealth Group, LLC held 14,394.00 shares of Apple Inc(AAPL), totaling $3.20 Mil. This investment constitutes 2.08% of their stock portfolio, and Boomfish Wealth Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then Boomfish Wealth Group, LLC has made 1 purchases of AAPL, at an average price of $184.40, for a total of 16,247.00 shares. In addition, there have been 4 sales at an average price of $203.86 for 1,853.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Boomfish Wealth Group, LLC's estimated gain on his AAPL holdings is $404,779.29, reflecting a 13.51% gain to date.

Boomfish Wealth Group, LLC AAPL ($210.02) Holding Chart

Boomfish Wealth Group, LLC AAPL ($210.02) 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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