Finer Wealth Management, Inc. AAPL Holdings History
Finer Wealth Management, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Finer Wealth Management, Inc. held 67,506.00 shares of Apple Inc(AAPL), totaling $15.00 Mil. This investment constitutes 8.98% of their stock portfolio, and Finer Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Finer Wealth Management, Inc. has made 8 purchases of AAPL, at an average price of $160.41, for a total of 70,364.00 shares. In addition, there have been 5 sales at an average price of $186.47 for 2,858.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Finer Wealth Management, Inc.'s estimated gain on his AAPL holdings is $3.50 Mil, reflecting a 31.02% gain to date.
Finer Wealth Management, Inc. AAPL ($211.16) Holding Chart
Finer Wealth Management, Inc. AAPL ($211.16) 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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