CURA WEALTH ADVISORS, LLC AAPL Holdings History
Number of Shares
17,273.00
Current Holdings Value*
$3.84 Mil
% of Portfolio
1.55%
Total Estimate Gain
$-357,805.65
% of Total Estimate Gain
-8.81%
CURA WEALTH ADVISORS, LLC's Apple Inc Holding Summary
As of 2025-03-31, CURA WEALTH ADVISORS, LLC held 17,273.00 shares of Apple Inc(AAPL), totaling $3.84 Mil. This investment constitutes 1.55% of their stock portfolio, and CURA WEALTH ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then CURA WEALTH ADVISORS, LLC has made 1 purchases of AAPL, at an average price of $235.18, for a total of 17,273.00 shares. Based on historical transaction data and AAPL's current price of $214.47, CURA WEALTH ADVISORS, LLC's estimated gain on his AAPL holdings is $-357,805.65, reflecting a -8.81% gain to date.
CURA WEALTH ADVISORS, LLC AAPL ($214.47) Holding Chart
CURA WEALTH ADVISORS, LLC AAPL ($214.47) 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