Chokshi & Queen Wealth Advisors, Inc AAPL Holdings History
Chokshi & Queen Wealth Advisors, Inc's Apple Inc Holding Summary
As of 2025-03-31, Chokshi & Queen Wealth Advisors, Inc held 89,902.00 shares of Apple Inc(AAPL), totaling $19.97 Mil. This investment constitutes 12.18% of their stock portfolio, and Chokshi & Queen Wealth Advisors, Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then Chokshi & Queen Wealth Advisors, Inc has made 1 purchases of AAPL, at an average price of $235.82, for a total of 89,902.00 shares. Based on historical transaction data and AAPL's current price of $210.82, Chokshi & Queen Wealth Advisors, Inc's estimated gain on his AAPL holdings is $-2.25 Mil, reflecting a -10.60% gain to date.
Chokshi & Queen Wealth Advisors, Inc AAPL ($210.82) Holding Chart
Chokshi & Queen Wealth Advisors, Inc AAPL ($210.82) 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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