Elmwood Wealth Management, Inc. AAPL Holdings History
Elmwood Wealth Management, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Elmwood Wealth Management, Inc. held 23,680.00 shares of Apple Inc(AAPL), totaling $5.26 Mil. This investment constitutes 2.16% of their stock portfolio, and Elmwood Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Elmwood Wealth Management, Inc. has made 11 purchases of AAPL, at an average price of $78.05, for a total of 121,853.00 shares. In addition, there have been 15 sales at an average price of $97.23 for 98,173.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Elmwood Wealth Management, Inc.'s estimated gain on his AAPL holdings is $5.04 Mil, reflecting a 52.95% gain to date.
Elmwood Wealth Management, Inc. AAPL ($211.18) Holding Chart
Elmwood Wealth Management, Inc. 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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