Buck Wealth Strategies, LLC AAPL Holdings History
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 % |
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