Capital A Wealth Management, LLC AAPL Holdings History
Capital A Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Capital A Wealth Management, LLC held 12,610.00 shares of Apple Inc(AAPL), totaling $2.80 Mil. This investment constitutes 2.94% of their stock portfolio, and Capital A Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then Capital A Wealth Management, LLC has made 1 purchases of AAPL, at an average price of $233.07, for a total of 12,610.00 shares. Based on historical transaction data and AAPL's current price of $213.99, Capital A Wealth Management, LLC's estimated gain on his AAPL holdings is $-240,595.68, reflecting a -8.19% gain to date.
Capital A Wealth Management, LLC AAPL ($213.99) Holding Chart
Capital A Wealth Management, LLC AAPL ($213.99) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
