FULLCIRCLE WEALTH LLC AAPL Holdings History
FULLCIRCLE WEALTH LLC's Apple Inc Holding Summary
As of 2025-03-31, FULLCIRCLE WEALTH LLC held 23,528.00 shares of Apple Inc(AAPL), totaling $4.94 Mil. This investment constitutes 2.04% of their stock portfolio, and FULLCIRCLE WEALTH LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q2. And since then FULLCIRCLE WEALTH LLC has made 1 purchases of AAPL, at an average price of $186.92, for a total of 26,597.00 shares. In addition, there have been 2 sales at an average price of $232.55 for 3,069.00 shares. Based on historical transaction data and AAPL's current price of $213.55, FULLCIRCLE WEALTH LLC's estimated gain on his AAPL holdings is $766,525.66, reflecting a 15.42% gain to date.
FULLCIRCLE WEALTH LLC AAPL ($213.55) Holding Chart
FULLCIRCLE WEALTH LLC AAPL ($213.55) 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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