Concentrum Wealth Management AAPL Holdings History
Concentrum Wealth Management's Apple Inc Holding Summary
As of 2025-03-31, Concentrum Wealth Management held 120,968.00 shares of Apple Inc(AAPL), totaling $26.87 Mil. This investment constitutes 9.96% of their stock portfolio, and Concentrum Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Concentrum Wealth Management has made 14 purchases of AAPL, at an average price of $125.53, for a total of 145,534.00 shares. In addition, there have been 11 sales at an average price of $161.79 for 24,566.00 shares. Based on historical transaction data and AAPL's current price of $211.06, Concentrum Wealth Management's estimated gain on his AAPL holdings is $11.24 Mil, reflecting a 61.50% gain to date.
Concentrum Wealth Management AAPL ($211.06) Holding Chart
Concentrum Wealth Management AAPL ($211.06) 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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