Brophy Wealth Management, LLC AAPL Holdings History
Number of Shares
41,744.00
Current Holdings Value*
$9.73 Mil
% of Portfolio
3.48%
Total Estimate Gain
$-555,195.20
% of Total Estimate Gain
-5.96%
Brophy Wealth Management, LLC's Apple Inc Holding Summary
As of 2024-09-30, Brophy Wealth Management, LLC held 41,744.00 shares of Apple Inc(AAPL), totaling $9.73 Mil. This investment constitutes 3.48% of their stock portfolio, and Brophy Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q3. Based on historical transaction data and AAPL's current price of $210.02, Brophy Wealth Management, LLC's estimated gain on his AAPL holdings is $-555,195.20, reflecting a -5.96% gain to date.
Brophy Wealth Management, LLC AAPL ($210.02) Holding Chart
Brophy Wealth Management, 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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