Chung Wu Investment Group, LLC AAPL Holdings History
Number of Shares
23,703.00
Current Holdings Value*
$5.27 Mil
% of Portfolio
6.29%
Total Estimate Gain
$-595,968.55
% of Total Estimate Gain
-9.53%
Chung Wu Investment Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Chung Wu Investment Group, LLC held 23,703.00 shares of Apple Inc(AAPL), totaling $5.27 Mil. This investment constitutes 6.29% of their stock portfolio, and Chung Wu Investment Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 2,810.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Chung Wu Investment Group, LLC's estimated gain on his AAPL holdings is $-595,968.55, reflecting a -9.53% gain to date.
Chung Wu Investment Group, LLC AAPL ($211.18) Holding Chart
Chung Wu Investment Group, 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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