Crown Wealth Group, LLC AAPL Holdings History
Crown Wealth Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Crown Wealth Group, LLC held 28,581.00 shares of Apple Inc(AAPL), totaling $6.35 Mil. This investment constitutes 3.29% of their stock portfolio, and Crown Wealth Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Crown Wealth Group, LLC has made 9 purchases of AAPL, at an average price of $168.13, for a total of 33,630.00 shares. In addition, there have been 4 sales at an average price of $179.56 for 5,049.00 shares. Based on historical transaction data and AAPL's current price of $208.62, Crown Wealth Group, LLC's estimated gain on his AAPL holdings is $1.21 Mil, reflecting a 21.49% gain to date.
Crown Wealth Group, LLC AAPL ($208.62) Holding Chart
Crown Wealth Group, LLC AAPL ($208.62) 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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