Number of Shares
66,685.00
Current Holdings Value*
$14.81 Mil
% of Portfolio
2.69%
Total Estimate Gain
$1.54 Mil
% of Total Estimate Gain
7.34%

Buck Wealth Strategies, LLC's Apple Inc Holding Summary

As of 2025-03-31, Buck Wealth Strategies, LLC held 66,685.00 shares of Apple Inc(AAPL), totaling $14.81 Mil. This investment constitutes 2.69% of their stock portfolio, and Buck Wealth Strategies, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q3. And since then Buck Wealth Strategies, LLC has made 5 purchases of AAPL, at an average price of $181.67, for a total of 115,804.00 shares. In addition, there have been 4 sales at an average price of $186.75 for 49,119.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Buck Wealth Strategies, LLC's estimated gain on his AAPL holdings is $1.54 Mil, reflecting a 7.34% gain to date.

Buck Wealth Strategies, LLC AAPL ($201.08) Holding Chart

Buck Wealth Strategies, LLC AAPL ($201.08) 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 %

Top Ranked Articles

  • 1