Connectus Wealth, LLC AAPL Holdings History
Connectus Wealth, LLC's Apple Inc Holding Summary
As of 2024-03-31, Connectus Wealth, LLC held 1.65 Mil shares of Apple Inc(AAPL), totaling $242.96 Mil. This investment constitutes 6.7% of their stock portfolio, and Connectus Wealth, LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q1. And since then Connectus Wealth, LLC has made 5 purchases of AAPL, at an average price of $155.39, for a total of 2.70 Mil shares. In addition, there have been 7 sales at an average price of $162.84 for 1.05 Mil shares. Based on historical transaction data and AAPL's current price of $211.18, Connectus Wealth, LLC's estimated gain on his AAPL holdings is $99.90 Mil, reflecting a 23.81% gain to date.
Connectus Wealth, LLC AAPL ($211.18) Holding Chart
Connectus Wealth, 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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