Centerline Wealth Advisors, LLC AAPL Holdings History
Centerline Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-06-30, Centerline Wealth Advisors, LLC held 44,005.00 shares of Apple Inc(AAPL), totaling $9.03 Mil. This investment constitutes 4.43% of their stock portfolio, and Centerline Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $216.72 for 116.00 shares. Based on historical transaction data and AAPL's current price of $214.42, Centerline Wealth Advisors, LLC's estimated gain on his AAPL holdings is $-944,364.21, reflecting a -9.08% gain to date.
Centerline Wealth Advisors, LLC AAPL ($214.42) Holding Chart
Centerline Wealth Advisors, LLC AAPL ($214.42) 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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