CHERRYDALE WEALTH MANAGEMENT, LLC AAPL Holdings History
CHERRYDALE WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2025-03-31, CHERRYDALE WEALTH MANAGEMENT, LLC held 15,547.00 shares of Apple Inc(AAPL), totaling $3.45 Mil. This investment constitutes 1.37% of their stock portfolio, and CHERRYDALE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then CHERRYDALE WEALTH MANAGEMENT, LLC has made 10 purchases of AAPL, at an average price of $166.74, for a total of 41,515.00 shares. In addition, there have been 3 sales at an average price of $165.57 for 25,968.00 shares. Based on historical transaction data and AAPL's current price of $207.82, CHERRYDALE WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $608,076.56, reflecting a 8.78% gain to date.
CHERRYDALE WEALTH MANAGEMENT, LLC AAPL ($207.82) Holding Chart
CHERRYDALE WEALTH MANAGEMENT, LLC AAPL ($207.82) 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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