Cook Wealth, LLC AAPL Holdings History
Cook Wealth, LLC's Apple Inc Holding Summary
As of 2025-03-31, Cook Wealth, LLC held 26,256.00 shares of Apple Inc(AAPL), totaling $5.60 Mil. This investment constitutes 2.72% of their stock portfolio, and Cook Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Cook Wealth, LLC has made 8 purchases of AAPL, at an average price of $198.40, for a total of 30,172.00 shares. In addition, there have been 5 sales at an average price of $211.29 for 3,916.00 shares. Based on historical transaction data and AAPL's current price of $201.56, Cook Wealth, LLC's estimated gain on his AAPL holdings is $133,528.22, reflecting a 2.23% gain to date.
Cook Wealth, LLC AAPL ($201.56) Holding Chart
Cook Wealth, LLC AAPL ($201.56) 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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