Executive Wealth Management, LLC AAPL Holdings History
Executive Wealth Management, LLC's Apple Inc Holding Summary
As of 2024-12-31, Executive Wealth Management, LLC held 193,396.00 shares of Apple Inc(AAPL), totaling $48.43 Mil. This investment constitutes 3.79% of their stock portfolio, and Executive Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Executive Wealth Management, LLC has made 12 purchases of AAPL, at an average price of $111.14, for a total of 975,772.00 shares. In addition, there have been 11 sales at an average price of $121.71 for 782,376.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Executive Wealth Management, LLC's estimated gain on his AAPL holdings is $28.24 Mil, reflecting a 26.04% gain to date.
Executive Wealth Management, LLC AAPL ($214.40) Holding Chart
Executive 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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