Number of Shares
67,838.00
Current Holdings Value*
$15.07 Mil
% of Portfolio
3.54%
Total Estimate Gain
$3.90 Mil
% of Total Estimate Gain
33.25%

DRIVE WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary

As of 2025-03-31, DRIVE WEALTH MANAGEMENT, LLC held 67,838.00 shares of Apple Inc(AAPL), totaling $15.07 Mil. This investment constitutes 3.54% of their stock portfolio, and DRIVE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then DRIVE WEALTH MANAGEMENT, LLC has made 7 purchases of AAPL, at an average price of $159.03, for a total of 73,730.00 shares. In addition, there have been 3 sales at an average price of $183.27 for 5,892.00 shares. Based on historical transaction data and AAPL's current price of $214.40, DRIVE WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $3.90 Mil, reflecting a 33.25% gain to date.

DRIVE WEALTH MANAGEMENT, LLC AAPL ($214.40) Holding Chart

DRIVE WEALTH MANAGEMENT, LLC AAPL ($214.40) 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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