Number of Shares
9,328.00
Current Holdings Value*
$2.07 Mil
% of Portfolio
2.38%
Total Estimate Gain
$-225,088.80
% of Total Estimate Gain
-10.25%

Campbell Deegan Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Campbell Deegan Wealth Management, LLC held 9,328.00 shares of Apple Inc(AAPL), totaling $2.07 Mil. This investment constitutes 2.38% of their stock portfolio, and Campbell Deegan Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. And since then Campbell Deegan Wealth Management, LLC has made 1 purchases of AAPL, at an average price of $235.31, for a total of 9,328.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Campbell Deegan Wealth Management, LLC's estimated gain on his AAPL holdings is $-225,088.80, reflecting a -10.25% gain to date.

Campbell Deegan Wealth Management, LLC AAPL ($211.18) Holding Chart

Campbell Deegan Wealth Management, LLC AAPL ($211.18) 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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