Catalyst Wealth Management, LLC AAPL Holdings History
Catalyst Wealth Management, LLC's Apple Inc Holding Summary
As of 2023-03-31, Catalyst Wealth Management, LLC held 19,721.00 shares of Apple Inc(AAPL), totaling $3.25 Mil. This investment constitutes 3.05% of their stock portfolio, and Catalyst Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Catalyst Wealth Management, LLC has made 1 purchases of AAPL, at an average price of $143.08, for a total of 19,721.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Catalyst Wealth Management, LLC's estimated gain on his AAPL holdings is $1.34 Mil, reflecting a 47.59% gain to date.
Catalyst Wealth Management, LLC AAPL ($211.18) Holding Chart
Catalyst 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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