Number of Shares
1,180.00
Current Holdings Value*
$262,110.00
% of Portfolio
18.12%
Total Estimate Gain
$1.64 Mil
% of Total Estimate Gain
62.03%

Centered Wealth LLC dba Miller Equity Capital Advisors's Apple Inc Holding Summary

As of 2025-03-31, Centered Wealth LLC dba Miller Equity Capital Advisors held 1,180.00 shares of Apple Inc(AAPL), totaling $262,110.00. This investment constitutes 18.12% of their stock portfolio, and Centered Wealth LLC dba Miller Equity Capital Advisors now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Centered Wealth LLC dba Miller Equity Capital Advisors has made 6 purchases of AAPL, at an average price of $127.65, for a total of 20,658.00 shares. In addition, there have been 5 sales at an average price of $207.18 for 19,478.00 shares. Based on historical transaction data and AAPL's current price of $201.00, Centered Wealth LLC dba Miller Equity Capital Advisors's estimated gain on his AAPL holdings is $1.64 Mil, reflecting a 62.03% gain to date.

Centered Wealth LLC dba Miller Equity Capital Advisors AAPL ($201.00) Holding Chart

Centered Wealth LLC dba Miller Equity Capital Advisors AAPL ($201.00) 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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