DIVERSIFY WEALTH MANAGEMENT, LLC AAPL Holdings History
DIVERSIFY WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2025-03-31, DIVERSIFY WEALTH MANAGEMENT, LLC held 101,414.00 shares of Apple Inc(AAPL), totaling $21.42 Mil. This investment constitutes 1.59% of their stock portfolio, and DIVERSIFY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q2. And since then DIVERSIFY WEALTH MANAGEMENT, LLC has made 3 purchases of AAPL, at an average price of $208.73, for a total of 101,414.00 shares. Based on historical transaction data and AAPL's current price of $214.15, DIVERSIFY WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $549,858.30, reflecting a 2.60% gain to date.
DIVERSIFY WEALTH MANAGEMENT, LLC AAPL ($214.15) Holding Chart
DIVERSIFY WEALTH MANAGEMENT, LLC AAPL ($214.15) 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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